Seasonal Tax Associate — Training & Client-Focused Role

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns, and answer questions with guidance from experienced teammates. The role offers an hourly rate with opportunities to grow as tax knowledge increases.

No prior tax experience is required, as comprehensive training and support from day one are provided. This position emphasizes client service, collaboration, and a client-first approach during

Qualifications

• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Experience interacting with customers or clients in a service-oriented environment.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or equivalent.
• Bachelor’s degree in accounting, finance, or related field (preferred).

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 and a client-first approach.

Skills

Communication skills

Customer service

Problem-solving

Digital tools

AI tools (Copilot & ChatGPT)

Education

High school diploma or GED

Bachelor’s degree (preferred)

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns, and answer questions with guidance from experienced teammates. The role offers an hourly rate with opportunities to grow as tax knowledge increases.

No prior tax experience is required, as comprehensive training and support from day one are provided. This position emphasizes client service, collaboration, and a client-first approach during