Seasonal Tax Associate: Client-First Tax Prep

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to greet clients, collect information, and prepare tax returns with training from experienced teammates. The role is in-person at a local H&R Block office and offers a competitive hourly rate with opportunities to increase earnings as tax knowledge grows.

No prior tax experience required; strong communication and problem-solving skills are valued, along with availability for 15–35 hours per week and evenings/weekends during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
• 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to greet clients, collect information, and prepare tax returns with training from experienced teammates. The role is in-person at a local H&R Block office and offers a competitive hourly rate with opportunities to increase earnings as tax knowledge grows.

No prior tax experience required; strong communication and problem-solving skills are valued, along with availability for 15–35 hours per week and evenings/weekends during tax season.