Tax Associate

Job Description

Tax Associate | H&R Block

The Tone:
This is a seasonal, in-person role at H&R Block, located in Lawrenceville, GA. H&R Block is a tax industry leader with over 70 years of experience, recognized for its commitment to blending human expertise with digital innovation through its Block Next strategy. This role is vital for delivering accurate tax services and fostering strong client relationships, directly contributing to the company’s purpose of providing help and inspiring confidence in communities. As an associate, you’ll be part of a High Performing, Connected Culture that values continuous learning and making a meaningful impact.

The TL;DR
• Role: Early Career
• Type: Seasonal
• Location: In-person, Lawrenceville, GA

• Mission: To empower clients by preparing complete and accurate tax returns, clearly explaining complex tax information, and identifying opportunities for savings, thereby inspiring confidence in their financial decisions.
• Tech Stack: AI based tools like Copilot and ChatGPT

What You’ll Actually Do
• Client Information Gathering: Meet with clients to understand their tax situation and gather necessary information.
• Accurate Tax Preparation: Prepare complete and accurate tax returns with support from experienced teammates.
• Clear Tax Communication: Explain tax information clearly and provide recommendations in a way clients can easily understand.
• Tax Savings Identification: Identify opportunities for tax savings and recommend relevant products and services.
• Client Issue Resolution: Apply problem-solving skills to analyze client information and address unique situations with guidance and available resources.

The Must-Haves
• Background: Successful completion of the H&R Block Income Tax Course is required.
• Experience: Prior experience interacting with customers or clients in a service-oriented environment.
• Skills: 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.
• Bonus: A Bachelor’s degree in accounting, finance, or a related field; Experience in a client-facing or consultative role such as financial advising or retail sales; Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods, including evenings and weekends during tax season.