Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block; Pembroke (NC); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in North Carolina is seeking a Seasonal Tax Associate to work directly with clients, gather information, prepare tax returns, and explain tax concepts clearly. You’ll receive training and support from experienced teammates while building essential client-service skills and a foundation in tax knowledge.

This in-person role offers hourly pay with opportunities to increase earnings as you grow. Responsibilities include meeting clients, preparing accurate returns, identifying savings

Qualifications

• 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 or GED or equivalent required.

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 clients can 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.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools

AI tools experience

Education

High school diploma or GED

Job description

H&R Block in North Carolina is seeking a Seasonal Tax Associate to work directly with clients, gather information, prepare tax returns, and explain tax concepts clearly. You’ll receive training and support from experienced teammates while building essential client-service skills and a foundation in tax knowledge.

This in-person role offers hourly pay with opportunities to increase earnings as you grow. Responsibilities include meeting clients, preparing accurate returns, identifying savings