Seasonal Tax Associate - In-Office Training & Client Focus

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Wisconsin. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

You’ll learn tax concepts, explain results clearly, identify savings opportunities, and build relationships while contributing to office priorities through teamwork during peak 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

Strong communication

Problem-solving

AI tools familiarity

High school diploma or equivalent

Education

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

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Wisconsin. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

You’ll learn tax concepts, explain results clearly, identify savings opportunities, and build relationships while contributing to office priorities through teamwork during peak tax season.