Seasonal Tax Associate — Client-Facing & Training

H&R Block, Inc.; San Juan Capistrano (CA); On-site; USD 23,000 - 29,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from teammates.

You will explain tax information clearly and identify potential savings opportunities to help clients maximize benefits. No prior tax experience is required as training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Experience in service environment and able to interact with clients.
• Strong communication and ability to explain information clearly.
• Comfort using digital tools and AI-based systems.

Responsibilities

• Meet with clients to gather information and understand tax situation.
• Prepare tax returns with training and support.
• Explain tax information clearly and provide recommendations.

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from teammates.

You will explain tax information clearly and identify potential savings opportunities to help clients maximize benefits. No prior tax experience is required as training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows.