Seasonal Tax Associate — Client-Focused with Growth

H&R Block, Inc.; Fort Atkinson (WI); On-site; USD 14,000 - 24,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate in Wisconsin to help clients with tax needs in person at a local office. No prior tax experience is required, as training and support are provided from day one.

You'll meet with clients, gather information, prepare returns, and explain tax details clearly while identifying savings opportunities. This role emphasizes client service, teamwork, and building strong relationships during peak tax season.

Qualifications

• Completed HR Block Income Tax Course.
• Experience serving customers in a service role.
• Strong communication and ability to explain tax info clearly.
• Solid problem-solving and information organization.
• Comfort with digital tools and AI-based help (Copilot, ChatGPT).
• High school diploma or GED or equivalent.

Responsibilities

• Meet with clients to gather tax information.
• Prepare complete and accurate tax returns with guidance.
• Explain tax concepts clearly and offer recommendations.
• Identify potential tax savings and relevant products.
• Collaborate with team to serve clients efficiently.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem solving

Digital tools

Teamwork

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate in Wisconsin to help clients with tax needs in person at a local office. No prior tax experience is required, as training and support are provided from day one.

You'll meet with clients, gather information, prepare returns, and explain tax details clearly while identifying savings opportunities. This role emphasizes client service, teamwork, and building strong relationships during peak tax season.