Seasonal Tax Associate — Training & Client Care

H&R Block; Mauston (WI); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax implications clearly and recommend relevant products and services as you build client relationships.

No prior tax experience is required; training starts day one. You’ll earn a competitive hourly rate, with opportunities to increase earnings as tax knowledge grows.

Qualifications

• 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.

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

Communication

Problem-solving

AI tools (Copilot/ChatGPT)

Education

High school diploma/GED

Bachelor's degree in accounting/finance

Tools

AI tools like Copilot/ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax implications clearly and recommend relevant products and services as you build client relationships.

No prior tax experience is required; training starts day one. You’ll earn a competitive hourly rate, with opportunities to increase earnings as tax knowledge grows.