Seasonal Tax Associate: Client-Focused & Growth-Ready

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

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; you’ll receive training and work directly with clients to gather information, prepare tax returns, and answer questions while building skills and client relationships.

This in-person role is at a local H&R Block tax office. You will meet with clients, prepare returns with guidance, explain tax information clearly, identify savings opportunities, and support office

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication, including clear explanations and asking questions.
• Problem-solving with organized information and solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or equivalent.

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.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication skills

Problem solving

Digital tools familiarity

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Tax software basics

Copilot & ChatGPT familiarity

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; you’ll receive training and work directly with clients to gather information, prepare tax returns, and answer questions while building skills and client relationships.

This in-person role is at a local H&R Block tax office. You will meet with clients, prepare returns with guidance, explain tax information clearly, identify savings opportunities, and support office