Seasonal Tax Associate — Client-Facing & Training-Driven

H&R Block, Inc.; Newton (NC); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office in North Carolina. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates while delivering clear explanations and recommendations.

The role emphasizes client service, identifying tax savings opportunities, and using digital tools to support the tax process. Availability during tax season, including evenings and weekends, is advantageous.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 including 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

Customer service

Clear communication

Problem solving

Client relationship building

Digital tools usage

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office in North Carolina. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates while delivering clear explanations and recommendations.

The role emphasizes client service, identifying tax savings opportunities, and using digital tools to support the tax process. Availability during tax season, including evenings and weekends, is advantageous.