Seasonal Tax Associate: Training & Client Care

H&R Block, Inc.; South Milwaukee (WI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a local tax office in Wisconsin. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and provide recommendations while building strong client relationships and working with a team focused on client-first service.

Qualifications

• Must complete the H&R Block Income Tax Course.
• Experience in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a local tax office in Wisconsin. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and provide recommendations while building strong client relationships and working with a team focused on client-first service.