Seasonal Tax Associate — Client-Focused, Training Provided

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

Benefits offered by this job

In-person at local H&R Block office

Job summary

H&R Block in Wisconsin 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, identify savings opportunities, and build strong client relationships in a friendly, in-person office environment during tax season. The role offers an hourly rate with opportunities to increase earnings as you grow tax 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 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 experience

Strong communication skills

Problem-solving skills

Availability for 15-35 hours per week

Education

High school diploma / GED/ equivalent

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

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block in Wisconsin 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, identify savings opportunities, and build strong client relationships in a friendly, in-person office environment during tax season. The role offers an hourly rate with opportunities to increase earnings as you grow tax knowledge.