Seasonal Tax Associate — Training Provided, In-Person

H&R Block; Beaver Dam (WI); On-site; USD 21,000 - 55,000; Part time

Job summary

H&R Block in Wisconsin is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll earn a competitive hourly rate and build essential tax and client-service skills in a hands-on office setting.

As part of the role, you’ll explain tax information clearly, identify savings opportunities, and address client questions while collaborating with a team to support office priorities.

Qualifications

• Experience in customer service or client-facing roles.
• Strong communication skills and ability to explain information clearly.
• Problem-solving abilities with data gathering and analysis.
• Comfort with digital tools and AI-based assistance.

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 suggest relevant products and services.
• Address client questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities.

Skills

Customer interaction

Clear communication

Problem-solving

Digital tools (AI)

High school diploma

Education

High School Diploma or equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Wisconsin is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll earn a competitive hourly rate and build essential tax and client-service skills in a hands-on office setting.

As part of the role, you’ll explain tax information clearly, identify savings opportunities, and address client questions while collaborating with a team to support office priorities.