Seasonal Tax Associate: Client-Focused Prep & Growth

H&R Block; New Bern (NC); On-site; USD 1,929,000 - 2,755,000; 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. You’ll meet clients, gather information, and prepare complete tax returns with guidance from experienced teammates.

Training begins day one, with opportunities to learn and grow in tax knowledge while building client relationships. No prior tax experience is required; a strong service mindset, communication skills, and comfort with digital tools are essential.

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 included 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 experience

Strong communication skills

Problem-solving

Digital tools & AI (Copilot/ChatGPT)

Teamwork

Education

High school diploma / GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block in North Carolina is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll meet clients, gather information, and prepare complete tax returns with guidance from experienced teammates.

Training begins day one, with opportunities to learn and grow in tax knowledge while building client relationships. No prior tax experience is required; a strong service mindset, communication skills, and comfort with digital tools are essential.