Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block, Inc.; Lexington (SC); On-site; USD 25,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and answer questions with training and support from experienced teammates.

The role emphasizes clear communication, client relationships, and identifying tax-saving opportunities. Hours vary by season, with potential evenings and weekends during peak periods.

Qualifications

• High school diploma or GED required.
• Experience in service environment preferred.
• Strong communication and listening skills.
• Problem-solving and information-organizing abilities.
• Comfort using AI-based tools (Copilot, ChatGPT).
• Completion or enrollment in HR Block Income Tax Course may be required.

Responsibilities

• Meet with clients to gather information and assess tax situations.
• Prepare accurate tax returns with guidance and training.
• Explain tax information clearly and recommend options.
• Identify potential tax savings and relevant services.
• Address client questions with problem-solving and available resources.
• Support team goals through collaboration and client-first service.

Skills

Customer service

Communication

Problem solving

AI tools (Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and answer questions with training and support from experienced teammates.

The role emphasizes clear communication, client relationships, and identifying tax-saving opportunities. Hours vary by season, with potential evenings and weekends during peak periods.