Seasonal Tax Associate — Training & Client Impact

H&R Block; Waupaca (WI); Sur place; USD 20 000 - 25 000; Temps partiel

Avantages offerts par ce poste

401(k) Plan

Competitive pay

Associate discount

Résumé du poste

H&R Block in Wisconsin is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with day-one support and training.

Earn an hourly rate with potential increases as tax knowledge grows, and gain valuable client-service experience in a tax office setting. No prior tax experience required; the role emphasizes learning and building client relationships while contributing to your office's priorities.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers in service roles.
• Clear communication skills and needs discovery.
• Strong problem-solving and information organizing abilities.
• Comfort with AI-based tools used in tax prep.
• High school diploma or equivalent required.

Responsabilités

• 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 clients understand.
• Identify tax savings opportunities and relevant products/services.
• Apply problem-solving to address questions with guidance.
• Build strong client relationships and support office priorities.

Connaissances

Customer service

Strong communication

Problem solving

AI tools (Copilot)

AI tools (ChatGPT)

H&R Block Tax Course

Formation

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

Outils

Copilot

ChatGPT

Description du poste

H&R Block in Wisconsin is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with day-one support and training.

Earn an hourly rate with potential increases as tax knowledge grows, and gain valuable client-service experience in a tax office setting. No prior tax experience required; the role emphasizes learning and building client relationships while contributing to your office's priorities.