Tax Preparer
Milwaukee, WI · On-site
Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Prepare complete and accurate tax returns * Generate business growth, increase client retention ...
Tax Preparer
Milwaukee, WI · On-site
Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Prepare complete and accurate tax returns * Generate business growth, increase client retention ...
Senior Accountant / Tax Preparer
Sparta, WI · On-site
$75K - $97K/yr
The ideal candidate will have hands-on tax preparation experience, strong bookkeeping knowledge ... Associate's or bachelor's degree in accounting, finance, business, or a related field. * CPA or ...
Quick apply
Senior Accountant / Tax Preparer
Sparta, WI · On-site
$75K - $97K/yr
The ideal candidate will have hands-on tax preparation experience, strong bookkeeping knowledge ... Associate's or bachelor's degree in accounting, finance, business, or a related field. * CPA or ...
Tax Associate
Superior, WI · On-site
$18/hr
As a First Year Tax Professional, you'll receive training and support to prepare individual tax returns and assist clients throughout the busy tax season. This seasonal position is ideal for ...
Tax Associate
Superior, WI · On-site
$18/hr
As a First Year Tax Professional, you'll receive training and support to prepare individual tax returns and assist clients throughout the busy tax season. This seasonal position is ideal for ...
Tax and Compliance Associate
Milwaukee, WI · Hybrid
$57K - $76K/yr
Role Responsibilities - Tax Associate * Assist with trust tax return preparation, filing, and compliance activities with external tax advisors and internal stakeholders. * Manage tax payment ...
Tax and Compliance Associate
Milwaukee, WI · Hybrid
$57K - $76K/yr
Role Responsibilities - Tax Associate * Assist with trust tax return preparation, filing, and compliance activities with external tax advisors and internal stakeholders. * Manage tax payment ...
Tax and Compliance Associate
Milwaukee, WI · On-site
$65K - $75K/yr
Role Responsibilities - Tax Associate * Assist with trust tax return preparation, filing, and compliance activities with external tax advisors and internal stakeholders. * Manage tax payment ...
Tax and Compliance Associate
Milwaukee, WI · On-site
$65K - $75K/yr
Role Responsibilities - Tax Associate * Assist with trust tax return preparation, filing, and compliance activities with external tax advisors and internal stakeholders. * Manage tax payment ...
Tax Senior Associate
Madison, WI · On-site
$75 - $110/hr
Prepare and review individual, corporate, partnership, and consolidated tax returns Review associates' and interns' tax returns, providing constructive feedback to ensure quality and support growth ...
Tax Senior Associate
Madison, WI · On-site
$75 - $110/hr
Prepare and review individual, corporate, partnership, and consolidated tax returns Review associates' and interns' tax returns, providing constructive feedback to ensure quality and support growth ...
Tax and Compliance Associate
Milwaukee, WI · On-site
$57K - $76K/yr
Coordinate preparation of internal and external tax returns by organizing and providing information to necessary parties.Administer tax refund reviews and reconciliations, validating accuracy and ...
Tax and Compliance Associate
Milwaukee, WI · On-site
$57K - $76K/yr
Coordinate preparation of internal and external tax returns by organizing and providing information to necessary parties.Administer tax refund reviews and reconciliations, validating accuracy and ...
Tax Senior Associate
Madison, WI · On-site
$82K - $101K/yr
Prepare and review individual, corporate, partnership, and consolidated tax returns Review associates' and interns' tax returns, providing constructive feedback to ensure quality and support growth ...
Tax Senior Associate
Madison, WI · On-site
$82K - $101K/yr
Prepare and review individual, corporate, partnership, and consolidated tax returns Review associates' and interns' tax returns, providing constructive feedback to ensure quality and support growth ...
Tax Senior Associate
Madison, WI · On-site
$82K - $101K/yr
Prepare and review individual, corporate, partnership, and consolidated tax returns Review associates' and interns' tax returns, providing constructive feedback to ensure quality and support growth ...
Tax Senior Associate
Madison, WI · On-site
$82K - $101K/yr
Prepare and review individual, corporate, partnership, and consolidated tax returns Review associates' and interns' tax returns, providing constructive feedback to ensure quality and support growth ...
Tax and Compliance Associate
Milwaukee, WI · On-site
$65K - $75K/yr
Coordinate preparation of internal and external tax returns by organizing and providing information to necessary parties.Administer tax refund reviews and reconciliations, validating accuracy and ...
Quick apply
Tax and Compliance Associate
Milwaukee, WI · On-site
$65K - $75K/yr
Coordinate preparation of internal and external tax returns by organizing and providing information to necessary parties.Administer tax refund reviews and reconciliations, validating accuracy and ...
Tax Associate / Tax Senior Individual & Business Returns (Hybrid Milwaukee, WI)
Milwaukee, WI · On-site
$80K - $110K/yr
Prepare and/or review: * Individual (1040) tax returns * Business returns (1120, 1120S, 1065 ... Associate or Tax Senior level) * Strong foundation in individual and business tax preparation
Tax Associate / Tax Senior Individual & Business Returns (Hybrid Milwaukee, WI)
Milwaukee, WI · On-site
$80K - $110K/yr
Prepare and/or review: * Individual (1040) tax returns * Business returns (1120, 1120S, 1065 ... Associate or Tax Senior level) * Strong foundation in individual and business tax preparation
Tax Associate
Racine, WI · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Racine, WI · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Brodhead, WI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Brodhead, WI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Milwaukee, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Milwaukee, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Whitewater, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Whitewater, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Eau Claire, WI · On-site
$57K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Eau Claire, WI · On-site
$57K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Mayville, WI · On-site
$60K - $80K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Mayville, WI · On-site
$60K - $80K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Eagle River, WI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Eagle River, WI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Milwaukee, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
Milwaukee, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
West Allis, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Associate
West Allis, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Prepare complete and accurate tax returns with training and support from experienced teammates
Tax Preparer Associate information
What does a tax preparer associate do?
A Tax Preparer Associate assists individuals and businesses in preparing and filing their tax returns. They gather financial information, ensure documents are accurate, and apply current tax laws and deductions to optimize refunds or minimize liabilities. In addition to completing tax forms, they may answer client questions about tax regulations and help identify potential tax credits or deductions. Their work is supervised by more experienced tax professionals, and they often use specialized tax software to complete returns efficiently.
What are the key skills and qualifications needed to thrive as a tax preparer associate?
To thrive as a Tax Preparer Associate, you need a strong understanding of tax regulations, attention to detail, and typically a background in accounting or finance. Familiarity with tax preparation software such as Intuit ProConnect, Drake, or TaxSlayer, and holding credentials like the IRS Registered Tax Return Preparer (RTRP) can be highly beneficial. Excellent client communication, problem-solving abilities, and discretion with sensitive information are standout soft skills. These skills and qualifications are critical to ensure accurate tax filings, maintain client trust, and comply with legal requirements.
What are some common challenges tax preparer associates face during peak tax season, and how can they be managed?
During peak tax season, Tax Preparer Associates often experience high volumes of client work, tight deadlines, and the need to stay updated on frequent changes in tax laws. Managing these challenges requires strong organizational skills, effective time management, and clear communication with both clients and team members. Collaborating closely with senior tax professionals and leveraging tax preparation software can also help streamline processes and reduce errors, making the busy season more manageable.
What is the difference between Tax Preparer Associate vs Tax Preparer?
| Aspect | Tax Preparer Associate | Tax Preparer |
|---|---|---|
| Certifications | Generally requires a PTIN; certifications like IRS Annual Filing Season Program may be preferred | Often requires a PTIN; certifications like EA or CPA are optional but beneficial |
| Work Environment | Typically in tax preparation firms, retail locations, or seasonal settings | Similar environments, including accounting firms, tax offices, or freelance work |
| Employer & Industry Usage | Entry-level role in tax services, used by firms and retail chains | Entry to mid-level role, used across tax preparation services and accounting firms |
The main difference between a Tax Preparer Associate and a Tax Preparer lies in their job scope and experience level. Tax Preparer Associates are often entry-level, focusing on basic tax tasks, while Tax Preparers may have more experience or certifications, handling more complex filings. Both roles are common in tax service industries and share similar work environments.
How do I become a tax preparer associate?
To become a tax preparer associate, you typically need to complete relevant tax preparation training or coursework, gain experience in tax filing, and obtain any required state or federal licenses or certifications, such as a Preparer Tax Identification Number (PTIN). Strong attention to detail and knowledge of tax laws are essential for success in this role.
What are the most commonly searched types of Tax Preparer jobs in Wisconsin?
The most popular types of Tax Preparer jobs in Wisconsin are:
What are popular job titles related to Tax Preparer Associate jobs in Wisconsin?
For Tax Preparer Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Tax Preparer Associate jobs in Wisconsin look for?
The top searched job categories for Tax Preparer Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Tax Preparer Associate jobs?
Cities in Wisconsin with the most Tax Preparer Associate job openings:
Key responsibilities
Conduct tax interviews with clients face to face and through virtual tools
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
H&R Block rating
5.6
Based on 293 frontline employees who took The Breakroom Quiz
149th of 154 rated financial services
Job description
Job Description
Our Company
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Joining H&R Block as a Tax Professional means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
- Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
- Prepare complete and accurate tax returns
- Generate business growth, increase client retention, and offer additional products and services
- Provide clients with IRS support
- Support office priorities through teamwork and collaboration
- Grow your tax expertise
It would be even better if you also had...
- Bachelor’s degree in accounting or related field
- Previous experience in a customer service or retail environment
- Experience working in a fast-paced, supportive environment
- Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
What you'll bring to the team...
- Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
- Experience working in a fast-paced environment
- Comfort working with virtual tools – video, phone and chat
- Ability to effectively communicate in person, via phone and in writing
- Must meet all other IRS and applicable state requirements
- High school diploma / equivalent or higher
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being and financial wellness needs.
- Employee Assistance Program with Health Advocate.
- Wellbeing program, BetterYou, to help you build healthy habits.
- Neurodiversity and caregiver support available to you and your family.
- Various discounts on everyday items and services.
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
- Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
Want to get ahead of other applicants? Reach out to enroll in the H&R Block Income Tax Course today!
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
What H&R Block employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About H&R Block
Sourced by ZipRecruiter
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
Industry
Accounting services, it services and finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US