Seasonal Tax Associate: Client-First & Training-Driven

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

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a Wisconsin tax office. You’ll meet with clients, gather information, prepare tax returns, and answer questions with day-one training and support from teammates.

No prior tax experience required, with opportunities to learn and increase earnings as tax knowledge grows. Work hours vary; evenings and weekends during peak tax season are expected.

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

Communication

Problem solving

Digital tools (AI)

Education

High school diploma/GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a Wisconsin tax office. You’ll meet with clients, gather information, prepare tax returns, and answer questions with day-one training and support from teammates.

No prior tax experience required, with opportunities to learn and increase earnings as tax knowledge grows. Work hours vary; evenings and weekends during peak tax season are expected.