Seasonal Tax Associate - Learn, Help Clients, Earn Pay

H&R Block; Neenah (WI); On-site; USD 17,000 - 28,000; Part time

Job summary

H&R Block in Wisconsin is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete tax returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to team goals in a local office setting. This role offers an hourly wage with opportunities to increase earnings as you grow tax knowledge and expertise.

Qualifications

• Successful completion of the H&R Block Income Tax Course (or enrollment)
• 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 included 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 skills

Problem-solving skills

AI tools proficiency (Copilot, ChatGPT

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block in Wisconsin is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete tax returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to team goals in a local office setting. This role offers an hourly wage with opportunities to increase earnings as you grow tax knowledge and expertise.