Seasonal Tax Associate: Training & Client Focus

H&R Block; Perry (IA); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in the United States is seeking a Seasonal Tax Associate to work directly with clients, gathering information and preparing tax returns with training and support from experienced teammates. You’ll explain tax information clearly and identify savings opportunities while building valuable client relationships in a local office.

This in-person role requires no prior tax experience, offers a competitive hourly rate, and provides opportunities to increase earnings as tax knowledge

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills to organize information and identify solutions.
• Comfort using digital tools and AI-based tools.
• High school diploma or equivalent.

Responsibilities

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

Skills

Communication

Customer service

Problem solving

AI tools

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a Seasonal Tax Associate to work directly with clients, gathering information and preparing tax returns with training and support from experienced teammates. You’ll explain tax information clearly and identify savings opportunities while building valuable client relationships in a local office.

This in-person role requires no prior tax experience, offers a competitive hourly rate, and provides opportunities to increase earnings as tax knowledge