Seasonal Tax Associate — Training Provided, Client‑Focused

H&R Block; Town of Texas (WI); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is hiring 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 support from experienced teammates.

The role offers training, the chance to earn by learning, and opportunities to increase earnings as tax knowledge grows. The position emphasizes customer service, clear communication, and a client-first mindset while helping clients maximize tax savings through relevant products and services.

Qualifications

• Experience in customer-facing service roles or call centers is preferred.
• Strong verbal and written communication skills are essential.
• Able to explain tax concepts clearly to clients and identify opportunities.

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 with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring 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 support from experienced teammates.

The role offers training, the chance to earn by learning, and opportunities to increase earnings as tax knowledge grows. The position emphasizes customer service, clear communication, and a client-first mindset while helping clients maximize tax savings through relevant products and services.