Tax Associate: In‑Person Apprenticeship & Client Care

H&R Block; Bastrop (TX); On-site; USD 32,000 - 52,000; Part time

Job summary

H&R Block in Bastrop, TX is seeking a Tax Associate for an in-person, apprenticeship-style role. You will review each client’s tax situation, provide clear advice, and help build trust with clients using our advanced technology to prepare returns.

You’ll participate in ongoing training, ask open-ended questions, and identify tax savings opportunities while fostering strong client relationships and supporting office goals.

Qualifications

• Experience interacting with customers 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 AI-based tools such as Copilot and ChatGPT.
• High school diploma / GED / equivalent.

Responsibilities

• Review client tax situations and provide clear advice.
• Build strong client relationships and deliver excellent service.
• Use technology to prepare returns while ensuring accuracy.
• Identify tax savings opportunities and recommend relevant products/services.

Skills

Customer service experience

Clear communication

Problem solving

Digital tools & AI tools

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Bastrop, TX is seeking a Tax Associate for an in-person, apprenticeship-style role. You will review each client’s tax situation, provide clear advice, and help build trust with clients using our advanced technology to prepare returns.

You’ll participate in ongoing training, ask open-ended questions, and identify tax savings opportunities while fostering strong client relationships and supporting office goals.