Seasonal Tax Associate - In-Person, Training Provided

H&R Block, Inc.; Wallace (NC); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will help clients gather information, prepare tax returns, and answer questions with support from experienced teammates. Training is provided, and earnings increase with tax knowledge and performance.

The role is in-person, with hours that accommodate peak periods, including evenings and weekends during tax season. No prior tax experience required, but strong communication and service skills are essential.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Experience interacting with customers 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.
• High school diploma / GED or equivalent.

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 and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor’s degree (preferred) in related field

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 help clients gather information, prepare tax returns, and answer questions with support from experienced teammates. Training is provided, and earnings increase with tax knowledge and performance.

The role is in-person, with hours that accommodate peak periods, including evenings and weekends during tax season. No prior tax experience required, but strong communication and service skills are essential.