Seasonal Tax Associate — Learn, Prep & Advise Clients

H&R Block, Inc.; South Sioux City (NE); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Training provided

Competitive hourly pay

In-person tax office experience

Job summary

H&R Block is seeking a seasonal Tax Associate to gain a career in tax and client services with on-the-job training. You will meet with clients, gather information, and prepare returns with support from experienced teammates.

The role emphasizes clear explanations, identifying savings opportunities, and building strong client relationships at a local tax office. You’ll earn a competitive hourly rate and can increase earnings as you grow tax knowledge.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills, including explaining information clearly and asking questions to understand needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools
• High school diploma / GED/ equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support from experienced teammates
• Explain tax information clearly and provide recommendations in a way clients can easily understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

Attention to detail

Adaptability

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to gain a career in tax and client services with on-the-job training. You will meet with clients, gather information, and prepare returns with support from experienced teammates.

The role emphasizes clear explanations, identifying savings opportunities, and building strong client relationships at a local tax office. You’ll earn a competitive hourly rate and can increase earnings as you grow tax knowledge.