Seasonal Tax Associate - Training & Client Focus

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

Job summary

H&R Block in Manchester, IA is seeking a Seasonal Tax Associate to meet with clients, collect information, and prepare returns with training and support from experienced teammates. You will explain tax information clearly and identify savings opportunities, while building strong client relationships in a collaborative, client-first environment.

This in-person role offers a competitive hourly rate and the chance to grow in tax knowledge during peak seasons, with flexible hours to accommodate

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 with 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 experience

Communication skills

Problem-solving ability

Questioning to understand needs

Comfort with digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Manchester, IA is seeking a Seasonal Tax Associate to meet with clients, collect information, and prepare returns with training and support from experienced teammates. You will explain tax information clearly and identify savings opportunities, while building strong client relationships in a collaborative, client-first environment.

This in-person role offers a competitive hourly rate and the chance to grow in tax knowledge during peak seasons, with flexible hours to accommodate