Seasonal Tax Associate — Client-Focused, In-Person Training

H&R Block, Inc.; San Bruno (CA); Vor Ort; USD 25.000 - 33.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal Tax Associate to join a local tax office in the San Bruno area. You’ll meet with clients, gather information, and prepare returns with training and support from experienced teammates.

You don’t need prior tax experience; you’ll learn on day one and earn a competitive hourly rate with opportunities to increase earnings as tax knowledge grows. This in-person role emphasizes client service, accuracy, and problem solving, with flexible hours during peak season.

Qualifikationen

• High school diploma or GED required with strong communication skills.
• Experience in customer-facing roles is preferred.
• Ability to explain tax information clearly and ask questions to understand needs.
• Comfort using digital tools, AI-based systems, and tax software.

Aufgaben

• 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 an understandable way.
• Identify tax savings opportunities and suggest relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Kenntnisse

Customer service

Communication skills

Problem-solving

Digital tools literacy

Ausbildung

High school diploma or GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot/ChatGPT

Jobbeschreibung

H&R Block is seeking a seasonal Tax Associate to join a local tax office in the San Bruno area. You’ll meet with clients, gather information, and prepare returns with training and support from experienced teammates.

You don’t need prior tax experience; you’ll learn on day one and earn a competitive hourly rate with opportunities to increase earnings as tax knowledge grows. This in-person role emphasizes client service, accuracy, and problem solving, with flexible hours during peak season.