Seasonal Tax Associate - Client-Focused, Training Provided

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

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. This in-person role offers an hourly pay rate and opportunities to increase earnings as tax knowledge grows, working at a local H&R Block tax office.

You will interact with clients, understand their tax situation, and provide clear explanations and recommendations, while building strong client relationships and contributing to office priorities with a

Qualifications

• 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.

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

Customer service experience

Strong communication

Problem solving

AI tools competency

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance/related field

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. This in-person role offers an hourly pay rate and opportunities to increase earnings as tax knowledge grows, working at a local H&R Block tax office.

You will interact with clients, understand their tax situation, and provide clear explanations and recommendations, while building strong client relationships and contributing to office priorities with a