Seasonal Tax Associate — Client-Focused with Training

H&R Block; Fuquay-Varina (NC); On-site; USD 19,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax details clearly and offer recommendations while identifying savings opportunities. No prior tax experience is required; you’ll earn a competitive hourly rate with potential to increase earnings as you build tax knowledge and skills.

Qualifications

• High school diploma or equivalent required; strong communication and problem-solving abilities.
• Experience in customer service or client-facing roles is needed; prior accounting/tax knowledge is a plus.

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/services.
• Address client questions and unique situations with guidance.
• Build client relationships and support office priorities through teamwork.

Skills

Communication skills

Problem-solving

Customer service experience

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax details clearly and offer recommendations while identifying savings opportunities. No prior tax experience is required; you’ll earn a competitive hourly rate with potential to increase earnings as you build tax knowledge and skills.