Seasonal Tax Associate: Learn, Help Clients, Earn While You Grow

H&R Block, Inc.; Wisconsin; On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

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

No prior tax experience is required, as training will be provided to help you learn and grow. You will explain tax information clearly and offer recommendations, identify potential tax savings, and build strong client relationships through teamwork and a client-first approach.

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

Strong communication

Problem solving

Familiar with AI tools

Experience with digital tools

Education

Bachelor's degree in accounting/finance or related field

High school diploma or GED

Job description

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

No prior tax experience is required, as training will be provided to help you learn and grow. You will explain tax information clearly and offer recommendations, identify potential tax savings, and build strong client relationships through teamwork and a client-first approach.