Seasonal Tax Associate — Client-Focused with Training

H&R Block; Roanoke Rapids (NC); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with hands-on training. You will explain tax concepts clearly, identify savings opportunities, and advise on relevant products, while building strong client relationships in a local office.

No prior tax experience is required; you will learn on the job and earn a competitive hourly rate. This role is in-person at a local H&R Block tax office, with peak-season hours including

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience in service or customer-facing roles
• Excellent communication and questioning skills
• Comfort with digital tools and AI-based assistants

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

Communication

Problem solving

Questioning skills

Teamwork

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with hands-on training. You will explain tax concepts clearly, identify savings opportunities, and advise on relevant products, while building strong client relationships in a local office.

No prior tax experience is required; you will learn on the job and earn a competitive hourly rate. This role is in-person at a local H&R Block tax office, with peak-season hours including