Seasonal Tax Associate: Client-Focused & In-Person

H&R Block, Inc.; Morgan Hill (CA); Vor Ort; USD 25.000 - 33.000; Teilzeit

Benefits dieser Stelle

Medical coverage

401(k) Plan

Employee Assistance Program

Associate discount program

Fitness center programs

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather tax information, and prepare returns with support from experienced teammates. You’ll explain tax details in clear terms and identify potential savings opportunities while building client relationships and contributing to office goals.

This role offers a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge during peak seasons.

Qualifikationen

• High school diploma or equivalent required.
• Experience interacting with customers in a service environment.
• Strong communication and problem-solving skills.
• Comfort using AI-based tools like Copilot and ChatGPT.

Aufgaben

• 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 cross-sell relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Kenntnisse

Customer service

Communication

Problem solving

AI tools familiarity

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather tax information, and prepare returns with support from experienced teammates. You’ll explain tax details in clear terms and identify potential savings opportunities while building client relationships and contributing to office goals.

This role offers a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge during peak seasons.