Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Lavonia (GA); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, a trusted tax services firm, is seeking a seasonal Tax Associate to join a local office in Georgia. You will greet clients, gather information, and help prepare tax returns under guidance, building tax knowledge and client relationships.

No prior tax experience is required; training begins on day one, and there is earning potential at an hourly rate with opportunities during peak periods. This is an in-person, seasonal role at a local H&R Block office.

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

Detail oriented

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Copilot

ChatGPT

Tax software

Job description

H&R Block, a trusted tax services firm, is seeking a seasonal Tax Associate to join a local office in Georgia. You will greet clients, gather information, and help prepare tax returns under guidance, building tax knowledge and client relationships.

No prior tax experience is required; training begins on day one, and there is earning potential at an hourly rate with opportunities during peak periods. This is an in-person, seasonal role at a local H&R Block office.