Seasonal Tax Associate - Client-Focused Advisor

H&R Block; Pacific Grove (CA); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block in California is seeking a Seasonal Tax Associate for in-person client service. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll learn to explain tax details clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork. Training begins day one and the role offers an hourly wage with growth as tax knowledge increases.

Qualifications

• Completed the H&R Block Income Tax Course.
• Experience interacting with customers 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 and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Work hours flexibility

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in California is seeking a Seasonal Tax Associate for in-person client service. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll learn to explain tax details clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork. Training begins day one and the role offers an hourly wage with growth as tax knowledge increases.