Tax Season Associate - Client-Focused, In-Person

H&R Block, Inc.; Perry (IA); On-site; USD 17,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as comprehensive training and ongoing support are provided from day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building relationships and learning tax concepts. You will earn a competitive hourly rate with opportunities to increase earnings as your tax knowledge grows, and you’ll contribute to a collaborative

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 included 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 interaction

Communication

Problem-solving

AI tools familiarity

Education

High school diploma / GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as comprehensive training and ongoing support are provided from day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building relationships and learning tax concepts. You will earn a competitive hourly rate with opportunities to increase earnings as your tax knowledge grows, and you’ll contribute to a collaborative