Seasonal Tax Associate | Client-First Tax Prep & Training

H&R Block; Truckee (CA); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with training, and answer questions while building valuable client relationships.

Training and support are provided from day one, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you grow tax knowledge. This role emphasizes client service, accurate tax preparation, and collaboration with experienced

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to ask questions to understand needs.
• Problem-solving and ability to organize information to identify solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Strong communication

Customer service

Problem-solving

AI tools literacy

Explain information clearly

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with training, and answer questions while building valuable client relationships.

Training and support are provided from day one, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you grow tax knowledge. This role emphasizes client service, accurate tax preparation, and collaboration with experienced