Seasonal Tax Associate - Client-Focused Returns & Advice

H&R Block, Inc.; High Point (NC); On-site; USD 2,066,000 - 3,444,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly, identify savings opportunities, and build strong client relationships.

Role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows. Prior tax coursework and client service experience are needed.

Qualifications

• Completed 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 experience

Communication skills

Problem-solving

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly, identify savings opportunities, and build strong client relationships.

Role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows. Prior tax coursework and client service experience are needed.