Seasonal Tax Associate — Client‑Focused Tax Prep

H&R Block; Eagle River (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns in person at a local tax office. Training and support from day one help you build tax knowledge and client relationships. Earn an hourly rate with opportunities to increase earnings as you grow in the role.

The position emphasizes customer service, clear communication, and using digital tools, with availability for peak periods including evenings and weekends during tax season.

Qualifications

• 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.

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

Communication skills

Problem solving

AI tools (Copilot/ChatGPT)

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns in person at a local tax office. Training and support from day one help you build tax knowledge and client relationships. Earn an hourly rate with opportunities to increase earnings as you grow in the role.

The position emphasizes customer service, clear communication, and using digital tools, with availability for peak periods including evenings and weekends during tax season.