Seasonal Tax Associate - Learn, Prep Returns

H&R Block; Fond du Lac (WI); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required, as training and support are provided from day one.

You’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. This in-person role at a local H&R Block tax office offers a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and 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 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 and a client-first approach.

Skills

Customer service

Communication

Problem-solving

AI tools

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required, as training and support are provided from day one.

You’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. This in-person role at a local H&R Block tax office offers a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and