Seasonal Tax Associate: Build Skills & Client Impact

H&R Block, Inc.

Hudson (WI)

On-site

USD 21,000 - 34,000

Part time

14 days+

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Job summary

H&R Block is seeking a seasonal Tax Associate to work in a local tax office. You will meet with clients to gather information, prepare returns, and answer questions with training and guidance from experienced teammates.

No prior tax experience is required; you will gain tax knowledge and build client relationships while earning an hourly rate and advancing during peak periods. This role is in-person at a local H&R Block office.

Qualifications

  • Successful completion of the H&R Block Income Tax Course 1.
  • Experience interacting with customers 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
Communication
Problem solving
Digital tools

Education

High school diploma
GED

Tools

Copilot
ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in a local tax office. You will meet with clients to gather information, prepare returns, and answer questions with training and guidance from experienced teammates.

No prior tax experience is required; you will gain tax knowledge and build client relationships while earning an hourly rate and advancing during peak periods. This role is in-person at a local H&R Block office.

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