Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Waukesha (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Wisconsin is seeking a seasonal Tax Associate to join our busy tax season. You’ll gather client information, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly to help clients maximize their refunds.

You don’t need prior tax experience; training is provided. This in-person role emphasizes client service, problem solving, and teamwork, with opportunities to grow your tax knowledge and earnings during peak periods.

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
• 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 or unique situations with guidance
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication

Problem solving

Attention to detail

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Wisconsin is seeking a seasonal Tax Associate to join our busy tax season. You’ll gather client information, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly to help clients maximize their refunds.

You don’t need prior tax experience; training is provided. This in-person role emphasizes client service, problem solving, and teamwork, with opportunities to grow your tax knowledge and earnings during peak periods.