Seasonal Tax Associate — Client-Focused, Training-Driven

H&R Block; Black River Falls (WI); On-site; USD 2,066,000 - 3,031,000; Part time

Benefits offered by this job

Competitive pay

Training provided

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly and recommend relevant products, aiming for client savings and satisfaction.

The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows. Prior tax experience is not required, and training is provided.

Qualifications

• Strong communication skills to explain information clearly.
• Experience in customer or client service environments.
• Solid problem-solving and information organization abilities.
• Comfort with digital tools, including AI-based assistance like Copilot and ChatGPT.
• High school diploma or equivalent required.

Responsibilities

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

Skills

Communication

Customer service

Problem solving

Tech literacy

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly and recommend relevant products, aiming for client savings and satisfaction.

The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows. Prior tax experience is not required, and training is provided.