Seasonal Tax Associate — Client-Focused & Paid Training

H&R Block; Berkeley (CA); In loco; USD 23.000 - 32.000; Tempo pieno

Descrizione del lavoro

H&R Block is seeking a Seasonal Tax Associate in Berkeley, CA to meet with clients, gather information, and prepare complete tax returns with support from experienced teammates. You will explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach.

No prior tax experience is required; training starts on day one. The role is in-person at a local H&R Block office, offering competitive hourly pay and training

Competenze

• Successful 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
• High school diploma / GED / equivalent

Mansioni

• 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

Conoscenze

Customer service

Communication

Problem solving

Digital tools

Formazione

High school diploma / GED

Bachelor’s degree in accounting/finance related field

Strumenti

Copilot

ChatGPT

Descrizione del lavoro

H&R Block is seeking a Seasonal Tax Associate in Berkeley, CA to meet with clients, gather information, and prepare complete tax returns with support from experienced teammates. You will explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach.

No prior tax experience is required; training starts on day one. The role is in-person at a local H&R Block office, offering competitive hourly pay and training