Seasonal Tax Associate: Client‑Focused Tax Prep

H&R Block, Inc.; Monona (WI); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block, Inc. in Madison, WI is seeking a seasonal Tax Associate to meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships. The role is in-person at a local H&R Block tax office.

No prior tax experience is required. You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge, working 15–40 hours per week during peak periods.

Qualifications

• Experience in a service environment is preferred.
• Strong communication and questioning to understand client needs.
• Ability to explain tax information clearly and provide recommendations.

Responsibilities

• Meet with clients to gather information and assess tax situations.
• Prepare complete and accurate tax returns with guidance from teammates.
• Explain tax information clearly and provide client-ready recommendations.
• Identify potential tax savings opportunities and suggest relevant services.
• Collaborate with teammates to support office priorities and client satisfaction.

Skills

Customer service

Communication

Problem-solving

Digital tools

AI tools usage

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Madison, WI is seeking a seasonal Tax Associate to meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships. The role is in-person at a local H&R Block tax office.

No prior tax experience is required. You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge, working 15–40 hours per week during peak periods.