Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Brodhead (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to support clients in gathering information and preparing tax returns with guidance from experienced teammates. The role emphasizes clear communication, identifying savings opportunities, and delivering a client-first experience in a local office.

Beginning with comprehensive training, you’ll develop tax knowledge, interact with clients, and elevate client relationships while contributing to office priorities and teamwork during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.

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 guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools proficiency

AI tool familiarity

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to support clients in gathering information and preparing tax returns with guidance from experienced teammates. The role emphasizes clear communication, identifying savings opportunities, and delivering a client-first experience in a local office.

Beginning with comprehensive training, you’ll develop tax knowledge, interact with clients, and elevate client relationships while contributing to office priorities and teamwork during peak tax season.