Seasonal Tax Associate - Client-Focused, In-Person

H&R Block, Inc.; Pleasanton (CA); On-site; USD 25,000 - 32,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join our local tax office in Pleasanton, CA. You’ll work with clients to gather information, prepare returns, and answer questions with training and support from day one.

No prior tax experience required; you’ll earn a competitive hourly rate with opportunities to grow as you build tax knowledge. As part of a team, you’ll meet with clients, identify tax savings opportunities, explain information clearly, and contribute to office priorities with a

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients 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.

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

Communication skills

Problem solving

Digital tools (Copilot/ChatGPT)

Education

High school diploma

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Associate to join our local tax office in Pleasanton, CA. You’ll work with clients to gather information, prepare returns, and answer questions with training and support from day one.

No prior tax experience required; you’ll earn a competitive hourly rate with opportunities to grow as you build tax knowledge. As part of a team, you’ll meet with clients, identify tax savings opportunities, explain information clearly, and contribute to office priorities with a