Seasonal Tax Associate: Client-Focused & Growth-Oriented

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

Job summary

H&R Block, Inc. is seeking an in-person seasonal Tax Associate in California to gather client information and prepare tax returns with training from day one.

You’ll explain tax concepts clearly, identify savings opportunities, and support clients with a friendly, service-oriented approach. No prior tax experience is required; the role offers training and opportunity to grow knowledge while building client relationships in a team environment.

Qualifications

• Clear and effective communication with clients.
• Strong problem-solving and information-organizing skills.
• Experience working with customers in service environments.
• Comfort using digital tools and AI-based assistants.

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and advise on products and services
• Apply problem-solving to analyze client information with guidance
• Build strong client relationships and support office priorities through teamwork

Skills

Communication skills

Problem-solving

Customer interaction

Digital tools (AI)

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

Experience in client-facing roles

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking an in-person seasonal Tax Associate in California to gather client information and prepare tax returns with training from day one.

You’ll explain tax concepts clearly, identify savings opportunities, and support clients with a friendly, service-oriented approach. No prior tax experience is required; the role offers training and opportunity to grow knowledge while building client relationships in a team environment.