Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block; Ashwaubenon (WI); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block in Wisconsin is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll begin a career in tax and client services—no prior tax experience required—and you’ll meet with clients to gather information, prepare tax returns, and answer questions with training and support from experienced teammates.

You’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge and grow in the role.

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

Skills

Customer service

Communication

Problem solving

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block in Wisconsin is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll begin a career in tax and client services—no prior tax experience required—and you’ll meet with clients to gather information, prepare tax returns, and answer questions with training and support from experienced teammates.

You’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge and grow in the role.