Seasonal Tax Associate: Client-Focused Training & Growth

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

Job summary

H&R Block is hiring a Seasonal Tax Associate to work in a local tax office. You will meet with clients to collect information, prepare tax returns with support from experienced teammates, and explain tax details clearly. The role offers training and the opportunity to increase earnings as you gain tax knowledge.

This in-person position requires strong communication, a client-first approach, and flexibility during peak tax periods. Training begins on day one.

Qualifications

• Experience in customer interactions in service environments is required.
• Ability to explain information clearly to clients is essential.
• Comfort with digital tools and AI-based assistance is preferred.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving to analyze client information with guidance available.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication skills

Customer service experience

Problem-solving

Digital tools proficiency

Attention to detail

Education

High school diploma / GED

Bachelor's degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate to work in a local tax office. You will meet with clients to collect information, prepare tax returns with support from experienced teammates, and explain tax details clearly. The role offers training and the opportunity to increase earnings as you gain tax knowledge.

This in-person position requires strong communication, a client-first approach, and flexibility during peak tax periods. Training begins on day one.