Seasonal Tax Associate: Learn Tax Prep & Serve Clients

H&R Block, Inc.; Surf City (NC); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in North Carolina is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare returns with guidance from experienced teammates, gaining tax knowledge and client-service skills.

No prior tax experience required; comprehensive training is provided. This in-person role offers an hourly wage and opportunities to grow 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 and asking questions to understand needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT

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

Strong communication

Problem-solving

Teamwork

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block in North Carolina is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare returns with guidance from experienced teammates, gaining tax knowledge and client-service skills.

No prior tax experience required; comprehensive training is provided. This in-person role offers an hourly wage and opportunities to grow during peak tax season.