Seasonal Tax Associate: Client-Focused, Training-Driven

H&R Block; Town of Turtle Lake (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block seeks a Seasonal Tax Associate to help clients with tax returns and questions. No prior tax experience is required; training and day-one support are provided. You’ll gather information, prepare returns, and explain tax details while building valuable client relationships.

This in-person role is at a local H&R Block tax office, with a competitive hourly rate and opportunities to increase earnings as you grow tax knowledge and skills.

Qualifications

• 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.

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

Digital tools

Education

High school diploma

Tools

Copilot / ChatGPT

Job description

H&R Block seeks a Seasonal Tax Associate to help clients with tax returns and questions. No prior tax experience is required; training and day-one support are provided. You’ll gather information, prepare returns, and explain tax details while building valuable client relationships.

This in-person role is at a local H&R Block tax office, with a competitive hourly rate and opportunities to increase earnings as you grow tax knowledge and skills.