Seasonal Tax Associate: Client-Focused & In-Person

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local office. You will meet with clients, gather information, prepare tax returns, and answer questions while building skills and client relationships. Training and support are provided from day one, with an opportunity to earn more as tax knowledge grows.

This is an in-person role at a local H&R Block tax office. You'll work with clients, identify tax savings opportunities, and use digital tools to assist with tax preparation.

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

Communication

Problem solving

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

Tools

Copilot AI

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local office. You will meet with clients, gather information, prepare tax returns, and answer questions while building skills and client relationships. Training and support are provided from day one, with an opportunity to earn more as tax knowledge grows.

This is an in-person role at a local H&R Block tax office. You'll work with clients, identify tax savings opportunities, and use digital tools to assist with tax preparation.