Seasonal Tax Associate — Training & Client Services

H&R Block, Inc.; Rockingham (NC); On-site; USD 22,000 - 33,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local tax office. You will receive training and work with experienced teammates to deliver accurate results and explain tax considerations clearly.

This role emphasizes client service, problem solving, and using digital tools. Availability for peak periods is a plus. This in-person position offers a competitive hourly rate with opportunities to grow tax knowledge and

Qualifications

• Must have completed the H&R Block Income Tax Course
• Experience in customer/service environment
• Strong communication and ability to explain tax info clearly
• Problem-solving能力, organizing information and identifying solutions
• Comfort using digital tools and systems including AI tools like Copilot and ChatGPT
• High school diploma / GED or equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and suggest relevant products/services
• Analyze client information and address questions with guidance
• Build client relationships and support office priorities through teamwork

Skills

Communication skills

Customer interaction

Problem solving

Digital tools usage

Education

HS diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local tax office. You will receive training and work with experienced teammates to deliver accurate results and explain tax considerations clearly.

This role emphasizes client service, problem solving, and using digital tools. Availability for peak periods is a plus. This in-person position offers a competitive hourly rate with opportunities to grow tax knowledge and