Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block, Inc.; Oak Forest (NC); On-site; USD 21,000 - 39,000; Part time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate for an in-person position at a local tax office. You will gather client information, prepare tax returns, and answer questions while building client relationships and tax knowledge. Training and support start from day one, with competitive hourly pay and growth potential.

Ideal candidates have strong communication skills, customer service experience, and the ability to work 15–40 hours per week, including evenings and weekends during peak season.

Qualifications

• Experience in customer-facing role or service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving skills with ability to organize information and find solutions.
• Comfort using digital tools and systems including AI-based tools.
• High school diploma or equivalent completed.

Responsibilities

• Meet with clients to gather information and understand tax situations.
• Prepare complete and accurate tax returns with guidance from teammates.
• Explain tax information clearly and provide recommendations to clients.
• Identify potential tax savings opportunities and suggest relevant products/services.
• Address client questions with guidance and available resources.
• Support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate for an in-person position at a local tax office. You will gather client information, prepare tax returns, and answer questions while building client relationships and tax knowledge. Training and support start from day one, with competitive hourly pay and growth potential.

Ideal candidates have strong communication skills, customer service experience, and the ability to work 15–40 hours per week, including evenings and weekends during peak season.