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Tax Associate

Job in Waterloo, Black Hawk County, Iowa, 50702, USA
Listing for: H&R Block
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Tax Accountant
Job Description & How to Apply Below

Join to apply for the Tax Associate role at H&R Block
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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.

Job Overview

Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful.

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, 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.
Qualifications
  • 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.
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course.
  • Comfort working with virtual tools – video, phone, 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.
Benefits
  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, Better You.
  • Neurodiversity and caregiver support.
  • Various discounts on everyday items and services.
  • Medical coverage, 401(k) retirement savings plan, and Employee Stock Purchase Plan.

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.

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Position Requirements
10+ Years work experience
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