Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block, Inc.; Ames (IA); On-site; USD 2,066,000 - 3,031,000; Part time

Benefits offered by this job

Training provided

Competitive hourly pay

In-person office

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office. No prior tax experience required; you'll receive training and work directly with clients to gather information and prepare returns.

You will explain tax concepts clearly, identify savings opportunities, and build strong client relationships. This in-person role offers an hourly wage with potential to increase earnings as you learn.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills, including explaining information clearly.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT.
• 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 and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Clear communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office. No prior tax experience required; you'll receive training and work directly with clients to gather information and prepare returns.

You will explain tax concepts clearly, identify savings opportunities, and build strong client relationships. This in-person role offers an hourly wage with potential to increase earnings as you learn.