Seasonal Tax Associate: Training & Client-Focused Office

H&R Block, Inc.; Pleasant Valley Township (IA); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You’ll explain tax information clearly and offer recommendations to optimize outcomes.

No prior tax experience required—training and client-focused support are provided to help you build skills and relationships.

Qualifications

• Completion of the H&R Block Income Tax Course or tax knowledge assessment.
• Experience interacting with customers in a service environment.
• Strong communication, including explaining information clearly and asking questions.
• Problem solving with ability to organize information and identify solutions.
• Comfort using digital tools and AI-based tools.
• 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.
• Identify tax savings opportunities and recommend products and services.
• Analyze client information and address questions with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Clear communication

Problem solving

Questioning needs

Digital tools

Teamwork

Education

High school diploma / GED

H&R Block Income Tax Course completed

Bachelor’s degree (preferred)

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You’ll explain tax information clearly and offer recommendations to optimize outcomes.

No prior tax experience required—training and client-focused support are provided to help you build skills and relationships.