Seasonal Tax Associate: Client Service & Training

H&R Block, Inc.; New Berlin (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in Wisconsin. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax information clearly and help identify tax savings opportunities while building client relationships.

No prior tax experience is required; training is provided, and hours are flexible to support peak periods during tax season.

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

Clear communication

Problem-solving

AI tools familiarity (Copilot, ChatGPT

Education

High school diploma or GED or equivalent

Tools

AI tools familiarity

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in Wisconsin. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax information clearly and help identify tax savings opportunities while building client relationships.

No prior tax experience is required; training is provided, and hours are flexible to support peak periods during tax season.