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H&R Blockposted 8 months ago
Part-time - Entry Level
Bettendorf, IA
Professional, Scientific, and Technical Services

About the position

Joining H&R Block as a new, seasonal Tax Associate means you'll have the support of our expert team, dedicated to providing the tax training necessary for your success. In this role, you will conduct tax interviews with clients both face-to-face and through virtual tools such as video, phone, chat, and email. You will be responsible for preparing complete and accurate tax returns, generating business growth, increasing client retention, and offering additional products and services. Additionally, you will provide clients with IRS support and support office priorities through teamwork and collaboration. This position is designed for those who are eager to grow their tax expertise and make a meaningful difference in the lives of our clients. As a Tax Associate, you will be expected to work a minimum of 25-35 hours weekly throughout the tax season, with the possibility of up to 40 hours during peak weeks. This role is ideal for individuals who thrive in a fast-paced environment and are comfortable using virtual tools to communicate effectively with clients. H&R Block is committed to investing in its associates, providing a supportive work environment that encourages personal and professional growth.

Responsibilities

  • 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 and increase client retention
  • Offer additional products and services to clients
  • Provide clients with IRS support
  • Support office priorities through teamwork and collaboration
  • Grow your tax expertise

Requirements

  • 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

Nice-to-haves

  • 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

Benefits

  • 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
  • Medical Coverage
  • 401k Retirement Savings Plan
  • Employee Stock Purchase Plan
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