Seasonal Tax Associate: Learn & Prep Tax Returns

H&R Block, Inc.; New Richmond (WI); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Competitive hourly rate

Training provided

Seasonal role

Job summary

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

The role focuses on clear explanations, identifying tax savings opportunities, and building strong client relationships. No prior tax experience is required, and the position offers an hourly rate with opportunities to grow knowledge and earnings during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• 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 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, collaboration, and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

AI tools familiarity (Copilot/ChatGPT)

Digital tools experience

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

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

The role focuses on clear explanations, identifying tax savings opportunities, and building strong client relationships. No prior tax experience is required, and the position offers an hourly rate with opportunities to grow knowledge and earnings during tax season.