Seasonal Tax Associate: Learn Tax Prep & Client Solutions

H&R Block; Dubuque (IA); On-site; USD 25,000 - 30,000; Full time

Job summary

H&R Block in Dubuque, IA is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax implications clearly and help clients understand opportunities for savings.

You’ll identify tax savings opportunities, address questions, and build strong client relationships while supporting office priorities in a collaborative, client-first environment.

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 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

Communication

Problem solving

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Dubuque, IA is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax implications clearly and help clients understand opportunities for savings.

You’ll identify tax savings opportunities, address questions, and build strong client relationships while supporting office priorities in a collaborative, client-first environment.