Seasonal Tax Pro: Learn, Prep Returns, Help Clients

H&R Block; Greenville (NC); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with support from experienced teammates, and explain tax information clearly. The role offers training, a competitive hourly rate, and opportunities to grow tax knowledge and earnings.

No prior tax experience is required; you will earn as you build expertise and client relationships, with hours flexible during peak periods.

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 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with support from experienced teammates, and explain tax information clearly. The role offers training, a competitive hourly rate, and opportunities to grow tax knowledge and earnings.

No prior tax experience is required; you will earn as you build expertise and client relationships, with hours flexible during peak periods.