Seasonal Tax Associate — Learn, Help Clients In-Person

H&R Block, Inc.; Newport (NC); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in North Carolina is seeking a Seasonal Tax Associate to start a career in tax and client services, with training from day one. This in-person role involves meeting clients, gathering information, and preparing tax returns.

No prior tax experience required. You will learn to explain tax information clearly, identify savings opportunities, and provide recommendations while supporting colleagues and office priorities during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills, including explaining information clearly
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including Copilot and ChatGPT
• High school diploma / GED/ 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, collaboration, and a client-first approach

Skills

Customer service

Communication skills

Problem-solving

Digital tools basics

Education

High school diploma / GED / equivalent

Job description

H&R Block in North Carolina is seeking a Seasonal Tax Associate to start a career in tax and client services, with training from day one. This in-person role involves meeting clients, gathering information, and preparing tax returns.

No prior tax experience required. You will learn to explain tax information clearly, identify savings opportunities, and provide recommendations while supporting colleagues and office priorities during peak tax season.