Seasonal Tax Associate - Train, Help Clients, Grow

H&R Block; Cedar Falls (IA); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in Cedar Falls, IA is seeking a seasonal Tax Associate to begin a career in tax and client services. You’ll train on the job, prepare tax returns with guidance, and build client relationships in a local office.

You’ll meet with clients, explain tax information clearly, identify savings opportunities, and work with teammates to ensure accurate, friendly service during tax season. This role is in-person at a local H&R Block tax office, with opportunities to increase earnings as you grow

Qualifications

• Strong communication skills and ability to explain information clearly.
• Experience interacting with customers or clients in a service environment.
• Able to use digital tools and AI-based systems.
• High school diploma or GED or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication

Problem solving

Customer service

Questioning needs

Education

High school diploma/GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot/ChatGPT

Job description

H&R Block in Cedar Falls, IA is seeking a seasonal Tax Associate to begin a career in tax and client services. You’ll train on the job, prepare tax returns with guidance, and build client relationships in a local office.

You’ll meet with clients, explain tax information clearly, identify savings opportunities, and work with teammates to ensure accurate, friendly service during tax season. This role is in-person at a local H&R Block tax office, with opportunities to increase earnings as you grow