Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block; Suwanee (GA); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate in Georgia to join our local tax office. No prior tax experience is required, as training and support are provided from day one. You’ll meet with clients, gather information, and prepare tax returns while learning to explain tax concepts clearly.

You’ll identify tax savings opportunities and build strong client relationships, working in a team-driven, client-first environment with an in-person schedule during 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 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 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

Digital tools (AI)

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate in Georgia to join our local tax office. No prior tax experience is required, as training and support are provided from day one. You’ll meet with clients, gather information, and prepare tax returns while learning to explain tax concepts clearly.

You’ll identify tax savings opportunities and build strong client relationships, working in a team-driven, client-first environment with an in-person schedule during tax season.