Seasonal Tax Pro: Training Provided & Client-Focused

H&R Block, Inc.; Marion (IA); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather information from clients, prepare tax returns, and answer questions with training and support from day one.

No prior tax experience is required, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and client relationships. This is an in-person role at a local H&R Block tax office, with potential peak-season hours.

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 including 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 and a client-first approach

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather information from clients, prepare tax returns, and answer questions with training and support from day one.

No prior tax experience is required, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and client relationships. This is an in-person role at a local H&R Block tax office, with potential peak-season hours.