Seasonal Tax Associate - Client-Focused Tax Prep

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

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers an hourly rate and opportunities to grow as you build tax knowledge.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service 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 or 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.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication skills

Problem-solving

AI tool familiarity (Copilot/ChatGPT)

Flexible scheduling (15–40 hrs)

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

CRM tools

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers an hourly rate and opportunities to grow as you build tax knowledge.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach during peak tax season.