In-Person Seasonal Tax Associate — Client-Focused & Growth

H&R Block, Inc.; Hales Corners (WI); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. You’ll meet with clients, gather information, prepare returns, and answer questions, with training from day one.

This in-person role offers a competitive hourly rate and opportunities to increase earnings as you build tax knowledge. You’ll work with experienced teammates, identify savings opportunities, and help clients understand their tax situation while contributing to a client-first culture in a local

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, collaboration, and a client-first approach

Skills

Customer service experience

Communication skills

Problem-solving

Digital tools familiarity

Education

High school diploma / GED / equivalent

Income Tax Course completion

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. You’ll meet with clients, gather information, prepare returns, and answer questions, with training from day one.

This in-person role offers a competitive hourly rate and opportunities to increase earnings as you build tax knowledge. You’ll work with experienced teammates, identify savings opportunities, and help clients understand their tax situation while contributing to a client-first culture in a local