Seasonal Tax Associate — Client-Focused In-Person Training

H&R Block; Lumberton (NC); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in North Carolina is seeking a Seasonal Tax Associate to work in person at a local tax office in Lumberton. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

No prior tax experience required; you’ll learn on day one and earn an hourly rate with opportunities to grow tax knowledge and earnings during peak periods, evenings and weekends as needed, with a client-first, collaborative office culture.

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 skills

Problem-solving

Copilot/ChatGPT

Digital tools

Education

High school diploma or equivalent

Job description

H&R Block in North Carolina is seeking a Seasonal Tax Associate to work in person at a local tax office in Lumberton. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

No prior tax experience required; you’ll learn on day one and earn an hourly rate with opportunities to grow tax knowledge and earnings during peak periods, evenings and weekends as needed, with a client-first, collaborative office culture.