Seasonal Tax Associate: Client-Focused & Training-Driven

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

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with training from experienced teammates. You’ll help clients understand tax implications and identify savings opportunities while building strong relationships.

This in-person role is based at a local H&R Block office, offering an hourly rate with potential to earn more as tax knowledge grows during peak season.

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills, including explaining information clearly and asking questions to understand needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ equivalent

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 or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Communication

Customer service

Problem solving

Digital tools

Active listening

Education

High school diploma

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with training from experienced teammates. You’ll help clients understand tax implications and identify savings opportunities while building strong relationships.

This in-person role is based at a local H&R Block office, offering an hourly rate with potential to earn more as tax knowledge grows during peak season.