Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block; Wisconsin Rapids (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to begin a career in tax and client services. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates in a local office.

You’ll learn to explain tax concepts clearly, identify savings opportunities, and deliver recommendations. The role is in-person, with a competitive hourly rate and opportunities to increase earnings as you gain knowledge.

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

Strong communication

Problem-solving

Digital tools

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to begin a career in tax and client services. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates in a local office.

You’ll learn to explain tax concepts clearly, identify savings opportunities, and deliver recommendations. The role is in-person, with a competitive hourly rate and opportunities to increase earnings as you gain knowledge.