Seasonal Tax Associate - Training & Client Service

H&R Block; Kings Mountain (NC); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate for in-person client service at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes explaining tax concepts clearly and identifying opportunities to save on taxes while supporting office priorities. No prior tax experience is required; comprehensive training begins on day one, and you can build tax knowledge to grow in the role.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service-oriented environment
• Strong communication skills and ability to explain information clearly
• Problem-solving abilities and organizing information
• Comfort using digital tools, 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 experience

Clear communication

Problem solving

AI tools familiarity

Education

High school diploma / GED / equivalent

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for in-person client service at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes explaining tax concepts clearly and identifying opportunities to save on taxes while supporting office priorities. No prior tax experience is required; comprehensive training begins on day one, and you can build tax knowledge to grow in the role.