Seasonal Tax Associate — Client-Facing & Growth

H&R Block; Jefferson (WI); On-site; USD 22,000 - 34,000; Full time

Job summary

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

The role emphasizes clear communication, client relationships, and providing recommendations based on client needs. No prior tax experience is required, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers in a service setting.
• Strong communication and ability to explain information clearly.
• Problem-solving skills with attention to detail.
• Comfort using digital tools and tax-related software.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and suggest relevant products.
• Address questions with guidance and available resources.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

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

The role emphasizes clear communication, client relationships, and providing recommendations based on client needs. No prior tax experience is required, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge.