Seasonal Tax Associate: Client-Focused, Hands-On Training

H&R Block; Mount Pleasant (SC); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Training provided

In-person role

Job summary

H&R Block in Mount Pleasant, SC, is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with coaching from experienced teammates. You will explain tax information clearly and identify savings opportunities while building strong client relationships in a local office setting.

The role offers an in-person, seasonal schedule with hours that may vary, and training provided from day one to help you grow in the role and earn competitive wages.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent
• Experience interacting with customers in a service environment
• Strong communication and ability to explain information clearly
• Problem-solving and information organization skills
• Comfort using AI-based tools (Copilot, ChatGPT)
• High school diploma or GED or equivalent

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 recommend products/services
• Address questions and unique situations with guidance and resources
• Build strong client relationships and support office priorities through teamwork

Skills

Communication

Customer service

Problem solving

Tech literacy

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Mount Pleasant, SC, is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with coaching from experienced teammates. You will explain tax information clearly and identify savings opportunities while building strong client relationships in a local office setting.

The role offers an in-person, seasonal schedule with hours that may vary, and training provided from day one to help you grow in the role and earn competitive wages.