Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block, Inc.; Marshfield (WI); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. in Madison, WI is seeking a Seasonal Tax Associate to guide clients through the tax process with training provided. You’ll meet with clients, gather information, and prepare returns with support from experienced teammates.

As you build tax knowledge and client relationships, you’ll have opportunities to increase earnings during peak periods. This in-person role requires strong communication and a client-first approach.

Qualifications

• Successful completion of the H&R Block Income Tax Course is required.
• Experience interacting with customers or clients in a service-oriented environment is required.
• Strong communication skills to explain information clearly and ask questions to understand needs.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.

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

Digital tools familiarity

Client-focused

Education

High School diploma / GED / equivalent

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in Madison, WI is seeking a Seasonal Tax Associate to guide clients through the tax process with training provided. You’ll meet with clients, gather information, and prepare returns with support from experienced teammates.

As you build tax knowledge and client relationships, you’ll have opportunities to increase earnings during peak periods. This in-person role requires strong communication and a client-first approach.