Seasonal Tax Associate — Client-Focused, Flexible Hours

H&R Block, Inc.; Vista (CA); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate for an in-person position at a local tax office. You’ll begin a career in tax and client services with training from day one, gathering information, preparing returns, and answering questions for clients.

No prior tax experience is required; earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role. This is an in-person opportunity at a local H&R Block tax office.

Qualifications

• Successful completion of the HR Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and the ability to ask questions to understand needs.
• Problem-solving skills and organizing information.
• 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 in a way clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem solving

Ask clarifying questions

Schedule flexibility

Education

Bachelor’s degree in accounting, finance, or related field

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate for an in-person position at a local tax office. You’ll begin a career in tax and client services with training from day one, gathering information, preparing returns, and answering questions for clients.

No prior tax experience is required; earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role. This is an in-person opportunity at a local H&R Block tax office.