Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block; West Milwaukee (WI); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in Wisconsin is seeking a seasonal Tax Associate to join our local tax office. You will work directly with clients to gather information, prepare returns, and answer questions with training and support from day one, earning an hourly rate with opportunities for growth.

No prior tax experience is required; the role emphasizes client service, communication, and the use of digital tools to assist in tax preparation, with availability during peak periods and evenings/weekends as needed.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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.

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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer interaction

Strong communication

Problem solving

Digital tools & AI (Copilot/ChatGPT)

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Wisconsin is seeking a seasonal Tax Associate to join our local tax office. You will work directly with clients to gather information, prepare returns, and answer questions with training and support from day one, earning an hourly rate with opportunities for growth.

No prior tax experience is required; the role emphasizes client service, communication, and the use of digital tools to assist in tax preparation, with availability during peak periods and evenings/weekends as needed.