Seasonal Tax Associate — Learn Returns & Client Service

H&R Block; Stevens Point (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

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

No prior tax experience is required; day-one training helps you learn and grow, with a competitive hourly rate and opportunities to increase earnings as you gain knowledge. This is an in-person role at a local H&R Block tax office.

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

Strong communication skills

Problem-solving skills

Experience interacting with customers

Comfort using digital tools incl. Copi

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 in Wisconsin to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required; day-one training helps you learn and grow, with a competitive hourly rate and opportunities to increase earnings as you gain knowledge. This is an in-person role at a local H&R Block tax office.