Seasonal Tax Associate | Help Clients & Prepare Returns

H&R Block, Inc.; Town of Middleton (WI); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office in Madison, Wisconsin.

You’ll begin a career in tax and client services—no prior tax experience required—with training from day one, gathering information, preparing returns, and answering questions while building strong client relationships. You’ll earn a competitive hourly rate, with opportunities to increase earnings as you build tax knowledge.

Qualifications

• Must have completed the H&R Block Income Tax Course
• Experience in customer service or client interaction
• Strong communication and problem-solving abilities
• Comfort using digital tools and AI-based systems
• High school diploma or equivalent

Responsibilities

• Meet with clients to gather tax information and understand their tax situation
• Prepare complete and accurate tax returns with guidance 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
• Address client questions with guidance and available resources
• Support office priorities through teamwork and client-first approach

Skills

Communication skills

Customer-service experience

Problem-solving

AI tools familiarity

High school diploma

Education

High school diploma / GED / equivalent

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

Tools

Copilot / ChatGPT familiarity

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office in Madison, Wisconsin.

You’ll begin a career in tax and client services—no prior tax experience required—with training from day one, gathering information, preparing returns, and answering questions while building strong client relationships. You’ll earn a competitive hourly rate, with opportunities to increase earnings as you build tax knowledge.