Seasonal Tax Associate: Client-First, Training-Backed

H&R Block; California; On-site; USD 17,000 - 26,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns, and answer questions with on-the-job training and support from experienced teammates.

The role focuses on delivering clear explanations and building client relationships. You’ll identify potential tax savings and provide service recommendations, while collaborating with staff to support office priorities and client-first service.

Qualifications

• Experience in customer-facing roles or service environments.
• Strong communication to explain information clearly and ask questions.
• Problem-solving and organizing information to identify solutions.
• Familiarity with digital tools and AI-based systems like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with guidance.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and related services.
• Collaborate with teammates to support office priorities.

Skills

Customer service experience

Strong communication

Problem-solving

Digital tools familiarity

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns, and answer questions with on-the-job training and support from experienced teammates.

The role focuses on delivering clear explanations and building client relationships. You’ll identify potential tax savings and provide service recommendations, while collaborating with staff to support office priorities and client-first service.