Seasonal Tax Associate — Client-Facing with Training

H&R Block, Inc.; Campbell (CA); Vor Ort; USD 23.000 - 32.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Tax Associate in Campbell, CA to meet with clients, gather tax information, and prepare tax returns with guidance from experienced teammates. You will explain tax details clearly and identify potential savings opportunities while building strong client relationships.

This in-person role offers paid training, supportive team environment, and opportunities to grow tax knowledge during peak season.

Qualifikationen

• 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 included AI based tools like Copilot and ChatGPT.

Aufgaben

• 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.

Kenntnisse

Customer service

Strong communication

Problem solving

Digital tools proficiency

Ausbildung

High school diploma / GED

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Tax Associate in Campbell, CA to meet with clients, gather tax information, and prepare tax returns with guidance from experienced teammates. You will explain tax details clearly and identify potential savings opportunities while building strong client relationships.

This in-person role offers paid training, supportive team environment, and opportunities to grow tax knowledge during peak season.