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

H&R Block, Inc.; San Marcos (CA); On-site; USD 22,000 - 27,000; Part time

Benefits offered by this job

Medical coverage

401(k) plan

Associate discount

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local tax office in California. You will meet with clients, gather information, and prepare tax returns with training and support from seasoned teammates.

No prior tax experience is required; you will earn a competitive hourly rate and can increase earnings as you gain tax knowledge. This position emphasizes client service, clear explanations, and collaboration with the team.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication skills, including explaining information clearly and asking questions to understand needs
• Comfort using digital tools and systems included 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 understand
• Identify tax savings opportunities and recommend 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 and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local tax office in California. You will meet with clients, gather information, and prepare tax returns with training and support from seasoned teammates.

No prior tax experience is required; you will earn a competitive hourly rate and can increase earnings as you gain tax knowledge. This position emphasizes client service, clear explanations, and collaboration with the team.