Seasonal Tax Associate — Start in Tax & Client Services

H&R Block, Inc.; Greenfield (WI); On-site; USD 19,000 - 33,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate to join a local tax office in Wisconsin. No prior tax experience is required, with training from day one to help you gather client information, prepare returns, and answer questions while building valuable skills and relationships.

You will meet with clients to collect data, prepare returns with guidance from teammates, explain tax information clearly, and identify potential savings opportunities.

Qualifications

• Experience in customer-facing service environments is preferred.
• Strong communication and listening skills for explaining tax concepts clearly.
• Ability to use digital tools/systems, including AI-based tools, to assist clients.

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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools

Digital literacy

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred) in accounting/finance/related

Tools

Copilot & ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to join a local tax office in Wisconsin. No prior tax experience is required, with training from day one to help you gather client information, prepare returns, and answer questions while building valuable skills and relationships.

You will meet with clients to collect data, prepare returns with guidance from teammates, explain tax information clearly, and identify potential savings opportunities.