Seasonal Tax Associate - Client-Focused Prep & Training

H&R Block, Inc.; Little Chute (WI); On-site; USD 23,000 - 33,000; Part time

Job summary

H&R Block in Wisconsin is seeking a Seasonal Tax Associate. You’ll work in-person at a local tax office, meet with clients to gather information, prepare tax returns with training provided, and answer questions while building client relationships.

No prior tax experience required; there is a training program and opportunities to increase earnings as you gain knowledge. Work 15–40 hours per week during peak periods, including evenings and weekends.

Qualifications

• Experience in customer service or client-facing roles.
• Strong communication skills and the ability to explain information clearly.
• Ability to analyze information and identify solutions.
• Comfort using digital tools and systems, including AI-based tools.

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 related products/services.
• Support office priorities through teamwork and client-first approach.

Skills

Customer service

Communication skills

Problem solving

Digital tools

Education

High school diploma

GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Wisconsin is seeking a Seasonal Tax Associate. You’ll work in-person at a local tax office, meet with clients to gather information, prepare tax returns with training provided, and answer questions while building client relationships.

No prior tax experience required; there is a training program and opportunities to increase earnings as you gain knowledge. Work 15–40 hours per week during peak periods, including evenings and weekends.