Seasonal Tax Associate - Client Services & Returns

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

Job summary

H&R Block in Pooler, GA, is seeking a seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with guidance from experienced teammates. The role is in-person at a local H&R Block tax office and offers training from day one.

Responsibilities include meeting with clients, preparing returns, explaining tax concepts clearly, and identifying tax-saving opportunities. Ideal candidates will have completed the H&R Block Income Tax Course and possess strong

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 and client-first approach

Skills

Customer service

Communication skills

Problem solving

AI tools familiarity

Education

High school diploma / GED

Income Tax Course (H&R Block)

Bachelor’s degree (preferred) in accounting/finance/related

Tools

Copilot

ChatGPT

Job description

H&R Block in Pooler, GA, is seeking a seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with guidance from experienced teammates. The role is in-person at a local H&R Block tax office and offers training from day one.

Responsibilities include meeting with clients, preparing returns, explaining tax concepts clearly, and identifying tax-saving opportunities. Ideal candidates will have completed the H&R Block Income Tax Course and possess strong