Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block; Morganton (NC); On-site; USD 17,000 - 28,000; Full time

Benefits offered by this job

Training provided

Competitive pay

Job summary

H&R Block in Morganton, NC seeks a seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training and support from day one. This in-person role offers competitive hourly pay and opportunities to grow tax knowledge during peak periods.

No prior tax experience is required; successful candidates will build skills and strong client relationships while contributing to office priorities through teamwork.

Qualifications

• 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

Problem solving

Ask questions to understand needs

Adaptability

Education

High school diploma/GED

Bachelor’s degree (preferred) in accounting/finance or related

Tools

Copilot

ChatGPT

Job description

H&R Block in Morganton, NC seeks a seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training and support from day one. This in-person role offers competitive hourly pay and opportunities to grow tax knowledge during peak periods.

No prior tax experience is required; successful candidates will build skills and strong client relationships while contributing to office priorities through teamwork.