Tax Associate

H&R Block; Pleasant Valley Township (IA); On-site; USD 40,000 - 60,000; Full time

Job summary

A tax preparation company is seeking a full-time tax professional in Pleasant Valley Township, Iowa. The role involves conducting tax interviews, preparing tax returns, and providing IRS support. Candidates should have a degree in accounting and experience in customer service. This position offers benefits and requires 25-40 hours of availability during tax season.

Benefits

Employee Assistance Program

Wellbeing program

Various discounts on everyday items

Medical Coverage

401k Retirement Savings Plan

Employee Stock Purchase Plan

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course is required.
• Willingness to work 25-40 hours weekly during tax season.

Responsibilities

• Conduct tax interviews with clients.
• Prepare complete tax returns.
• Provide clients with IRS support.

Skills

Customer service experience

Ability to work with virtual tools

Effective communication

Ability to work in a fast-paced environment

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent

Job description

Our Company

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

Typical Day

• Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Support office priorities through teamwork and collaboration
• Grow your tax expertise

Preferred Experience

• Bachelor’s degree in accounting or related field
• Previous experience in a customer service or retail environment
• Experience working in a fast‑paced, supportive environment
• Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks

What you’ll bring to the team

• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
• Experience working in a fast‑paced environment
• Comfort working with virtual tools - video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher

Why work for us

At H&R Block, we believe and invest in our people by committing to their total well‑being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate
• Wellbeing program, BetterYou, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Click here to checkout all available benefits

The Community You Will Join

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

Equal Opportunity Employer

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

Note

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Score

#16095

Metadata

Seniority level: Not Applicable

Employment type: Full‑time

Job function: Accounting/Auditing and Finance

Industries: Retail