Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block, Inc.; West Milwaukee (WI); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block in Wisconsin is seeking a seasonal Tax Associate to assist with client meetings, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build lasting client relationships while contributing to office priorities through teamwork and a client-first approach. This in-person role offers an hourly pay rate with opportunities to earn more as tax knowledge grows.

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 included 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

Clear communication

Needs assessment

Problem solving

Teamwork

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Job description

H&R Block in Wisconsin is seeking a seasonal Tax Associate to assist with client meetings, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build lasting client relationships while contributing to office priorities through teamwork and a client-first approach. This in-person role offers an hourly pay rate with opportunities to earn more as tax knowledge grows.