Seasonal Tax Associate: Client-Focused & Growth-Ready

H&R Block, Inc.; Ladysmith (WI); On-site; USD 25,000 - 30,000; Part 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 guidance from experienced teammates. The role focuses on clear explanations, identifying savings, and building trusted client relationships.

Requires completion of the H&R Block Income Tax Course and strong customer-service skills. Availability for peak periods and evenings/weekends is expected as tax season peaks.

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 with available resources.
• Build strong client relationships and support office priorities through teamwork and client-first approach.

Skills

Customer service

Communication

Problem-solving

Digital tools

Attention to detail

Education

High school diploma / GED

Bachelor's degree (preferred)

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 guidance from experienced teammates. The role focuses on clear explanations, identifying savings, and building trusted client relationships.

Requires completion of the H&R Block Income Tax Course and strong customer-service skills. Availability for peak periods and evenings/weekends is expected as tax season peaks.