Seasonal Tax Associate: Client-Focused Tax Prep & Growth

H&R Block, Inc.; Walnut Cove (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

The role emphasizes clear communication, problem-solving, and identifying potential tax savings for clients. It is an in-person position with opportunities to learn and grow during peak tax season.

Qualifications

• Experience in customer-facing or service roles.
• Ability to explain tax information clearly and ask clarifying questions.
• Comfort using digital tools and AI-based assistants.
• Tax course completion or equivalent certification.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address questions using available resources and guidance.
• Build strong client relationships and support office priorities.

Skills

Customer service

Strong communication

Problem solving

AI tools familiarity

Education

H&R Block Income Tax Course

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

The role emphasizes clear communication, problem-solving, and identifying potential tax savings for clients. It is an in-person position with opportunities to learn and grow during peak tax season.