Seasonal Tax Associate — Client-Focused, Training-Backed

H&R Block, Inc.; Lenoir (NC); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as comprehensive training is provided from day one. You will meet with clients, gather information, prepare tax returns, and explain tax implications in simple terms.

The role emphasizes building client relationships while supporting office priorities with a collaborative team. Ideal candidates have strong communication, customer service experience, and comfort with

Qualifications

• 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.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.

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

Communication skills

Problem solving

Digital tools (AI Copilot/ChatGPT)

Education

High school diploma or GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as comprehensive training is provided from day one. You will meet with clients, gather information, prepare tax returns, and explain tax implications in simple terms.

The role emphasizes building client relationships while supporting office priorities with a collaborative team. Ideal candidates have strong communication, customer service experience, and comfort with