Seasonal Tax Associate — Client-Focused, Training-Driven

H&R Block; Mebane (NC); On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience required; training provided.

The role is in-person at a local H&R Block tax office, with an opportunity to earn more as tax knowledge grows. You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first

Qualifications

• Successful 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

Communication skills

Customer service experience

Problem-solving

Digital tools (Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience required; training provided.

The role is in-person at a local H&R Block tax office, with an opportunity to earn more as tax knowledge grows. You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first