Seasonal Tax Associate: Client-Facing, In-Office & Training

H&R Block, Inc.; Pineville (NC); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block, Inc. in Pineville, NC is seeking a Seasonal Tax Associate to join our local tax office.

No prior tax experience is required; you’ll receive training and work directly with clients to gather information, prepare returns, and answer questions while building client relationships. You will meet with clients, prepare returns, explain tax information clearly, identify savings opportunities, and collaborate with teammates.

Qualifications

• High school diploma or GED or equivalent.
• Experience interacting with customers in a service environment.
• Strong communication and problem-solving skills.
• Comfort using digital tools including AI-based tools.
• Enrollment in or completion of H&R Block Income Tax Course or Tax Knowledge Assessment.

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 and services.
• Collaborate with teammates to support client needs and office priorities.

Skills

Communication skills

Customer service

Problem solving

Ability to learn

Questioning to understand needs

Explain tax information clearly

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Pineville, NC is seeking a Seasonal Tax Associate to join our local tax office.

No prior tax experience is required; you’ll receive training and work directly with clients to gather information, prepare returns, and answer questions while building client relationships. You will meet with clients, prepare returns, explain tax information clearly, identify savings opportunities, and collaborate with teammates.