Seasonal Tax Associate - Client-Focused Tax Prep

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates, while building client relationships.

No prior tax experience is required and training is provided to help you grow your tax knowledge and earnings potential. Responsibilities include explaining tax information clearly, identifying savings opportunities, and collaborating with colleagues to support

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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 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 and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Clear communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot AI

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates, while building client relationships.

No prior tax experience is required and training is provided to help you grow your tax knowledge and earnings potential. Responsibilities include explaining tax information clearly, identifying savings opportunities, and collaborating with colleagues to support