Seasonal Tax Associate: Client-Focused, Hands-On Training

H&R Block, Inc.; Loma Linda (CA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions. No prior tax experience is required; training starts on day one, with opportunities to increase earnings as knowledge grows.

The role is in-person at a local H&R Block tax office in California, offering a client-focused experience and collaboration with experienced teammates.

Qualifications

• Completed H&R Block Income Tax Course
• Experience interacting with customers in a service setting
• Strong communication, including explaining information clearly and asking questions to understand needs
• Problem-solving, including organizing information and identifying solutions
• Comfort using digital tools and 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 experience

Strong communication

Problem-solving

Teamwork

Education

High school diploma / GED

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions. No prior tax experience is required; training starts on day one, with opportunities to increase earnings as knowledge grows.

The role is in-person at a local H&R Block tax office in California, offering a client-focused experience and collaboration with experienced teammates.