Seasonal Tax Associate — Client-Focused & Training-Backed

H&R Block; La Crosse (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Madison, WI is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support.

You’ll explain tax information clearly, identify savings opportunities, and assist clients while building strong relationships in a team-focused, client-first environment. No prior tax experience is required; training provided.

Qualifications

• Successful 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 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 and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

H&R Block Income Tax Course

Customer service experience

Clear communication

Problem solving

AI tools Copilot

AI tools ChatGPT

Education

Bachelor’s degree in accounting or finance

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Madison, WI is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support.

You’ll explain tax information clearly, identify savings opportunities, and assist clients while building strong relationships in a team-focused, client-first environment. No prior tax experience is required; training provided.