Seasonal Tax Associate — In-Office, Client-Focused, Training

H&R Block, Inc.; Menomonee Falls (WI); On-site; USD 17,000 - 28,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local Wisconsin office. You’ll meet with clients, gather information, and prepare tax returns with support from experienced teammates.

No prior tax experience required; training provided and you’ll earn an hourly rate with opportunities to increase earnings as you gain knowledge. You’ll use digital tools to assist clients and build strong relationships while contributing to office priorities through teamwork and a

Qualifications

• Experience in customer service or client support.
• Strong verbal and written communication.
• Ability to explain tax information clearly.
• Familiar with digital tools including AI-assisted software.

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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.

Skills

Customer service

Communication

Problem solving

Interpersonal skills

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local Wisconsin office. You’ll meet with clients, gather information, and prepare tax returns with support from experienced teammates.

No prior tax experience required; training provided and you’ll earn an hourly rate with opportunities to increase earnings as you gain knowledge. You’ll use digital tools to assist clients and build strong relationships while contributing to office priorities through teamwork and a