Seasonal Tax Associate — Client-Focused Tax Prep & Training

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

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate in Wisconsin. You will meet with clients, gather information, and prepare tax returns under guidance from experienced teammates. Training provided, no prior tax experience required, with opportunities to increase earnings as you build knowledge.

This in-person role emphasizes client service, clear explanations of tax information, and identifying potential savings opportunities. Availability includes evenings and weekends during peak tax season.

Qualifications

• Completed HR Block Income Tax Course or equivalent tax training.
• Experience interacting with customers in a service environment.
• Strong communication, with ability to explain information clearly.
• Solid problem-solving skills and organizing information.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommend products/services.
• Apply problem-solving skills to address questions or unique situations with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Communication skills

Problem solving

Digital tools literacy

Education

High school diploma or GED

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate in Wisconsin. You will meet with clients, gather information, and prepare tax returns under guidance from experienced teammates. Training provided, no prior tax experience required, with opportunities to increase earnings as you build knowledge.

This in-person role emphasizes client service, clear explanations of tax information, and identifying potential savings opportunities. Availability includes evenings and weekends during peak tax season.