Seasonal Tax Associate: Learn Tax Prep & Client Service

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

Job summary

H&R Block is hiring a seasonal Tax Associate in Wisconsin. In this in-person role, you will meet with clients, gather tax information, prepare returns with training, and answer questions while building strong client relationships.

No prior tax experience is required; comprehensive training is provided. You can work 15–35 hours per week, with up to 40 hours during peak periods, and you’ll be paid hourly as you learn and grow in tax knowledge.

Qualifications

• Customer service experience or exposure in a service environment
• Strong written and verbal communication
• Problem-solving and information organizing skills
• Comfort using AI-based tools and digital systems
• High school diploma or equivalent

Responsibilities

• Meet with clients to gather information and understand tax situations
• Prepare tax returns with training and guidance
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and suggest related products/services
• Address client questions and unique situations with available resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem-solving

Tech tools (AI)

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot/ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate in Wisconsin. In this in-person role, you will meet with clients, gather tax information, prepare returns with training, and answer questions while building strong client relationships.

No prior tax experience is required; comprehensive training is provided. You can work 15–35 hours per week, with up to 40 hours during peak periods, and you’ll be paid hourly as you learn and grow in tax knowledge.