Seasonal Tax Associate - Client-Focused Tax Prep & Growth

H&R Block, Inc.; Appleton (WI); On-site; USD 22,000 - 33,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to work in a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

The role emphasizes clear explanations, identifying tax savings opportunities, and helping clients navigate complex tax questions. No prior tax experience is required; training is provided, and you can develop tax knowledge to grow earnings.

Qualifications

• Successful completion of the HR 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 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 and a client-first approach.

Skills

Customer service experience

Communication skills

Problem-solving skills

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to work in a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

The role emphasizes clear explanations, identifying tax savings opportunities, and helping clients navigate complex tax questions. No prior tax experience is required; training is provided, and you can develop tax knowledge to grow earnings.