Seasonal Tax Associate - Client Services & Returns

H&R Block, Inc.; Town of New Holstein (WI); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to begin a career in tax and client services with training from day one. This in-person role at a local H&R Block tax office involves meeting clients, gathering information, and preparing returns.

You’ll learn and grow with support from experienced teammates and have opportunities to increase earnings as tax knowledge expands. No prior tax experience is required; the position emphasizes strong communication, problem-solving, and a client-first

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service-oriented environment
• Strong communication skills, including explaining information clearly
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and 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

Communication

Problem solving

AI tools

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to begin a career in tax and client services with training from day one. This in-person role at a local H&R Block tax office involves meeting clients, gathering information, and preparing returns.

You’ll learn and grow with support from experienced teammates and have opportunities to increase earnings as tax knowledge expands. No prior tax experience is required; the position emphasizes strong communication, problem-solving, and a client-first