Seasonal Tax Associate: Learn, Help Clients, Earn

H&R Block, Inc.; Oregon (WI); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication and asking questions to understand needs
• Problem-solving and organizing information
• Comfort using AI-based tools like Copilot and ChatGPT
• High school diploma / GED or equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and recommend relevant products/services
• Address questions or unique situations with guidance and resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma or GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach.