Seasonal Tax Associate: Client-Focused, Training-Driven

H&R Block; Thomasville (NC); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required; comprehensive training and support start on day one, with an emphasis on building client relationships in a busy office.

You will explain tax concepts clearly, identify savings opportunities, and work collaboratively to help clients maximize refunds while adhering to office priorities during peak tax season.

Qualifications

• Completion of the H&R Block Income Tax Course is required or preferred.
• Experience interacting with customers in a service environment is required.
• Strong communication and problem-solving skills are essential.
• Comfort using digital tools and AI-based assistance (e.g., Copilot, 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Analyze client information with guidance and resources to address questions or unique situations.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication skills

Problem solving

Client facing

Education

High School Diploma / GED

Bachelor's degree in accounting or finance (preferred)

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required; comprehensive training and support start on day one, with an emphasis on building client relationships in a busy office.

You will explain tax concepts clearly, identify savings opportunities, and work collaboratively to help clients maximize refunds while adhering to office priorities during peak tax season.