Seasonal Tax Associate: Learn Tax Prep & Client Care

H&R Block; Rockingham (NC); On-site; USD 25,000 - 30,000; Full time

Job summary

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

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach. No prior tax experience is required, with a competitive hourly rate and growth in tax knowledge.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• 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.
• 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

Problem solving

AI tools Copilot

ChatGPT

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

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

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach. No prior tax experience is required, with a competitive hourly rate and growth in tax knowledge.