Seasonal Tax Associate - Client-Facing & Growth

H&R Block; Oshkosh (WI); On-site; USD 21,000 - 34,000; Full time

Job summary

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

You’ll explain tax concepts clearly and suggest relevant products, aiming to maximize client savings and satisfaction. You’ll earn a competitive hourly rate and have opportunities to grow tax knowledge and earnings as you advance in the role.

Qualifications

• 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

Strong communication skills

Problem-solving

AI tools familiarity (Copilot/ChatGPT)

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Job description

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

You’ll explain tax concepts clearly and suggest relevant products, aiming to maximize client savings and satisfaction. You’ll earn a competitive hourly rate and have opportunities to grow tax knowledge and earnings as you advance in the role.