Seasonal Tax Associate - Client-Focused, Paid Training

H&R Block; Montebello (CA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll interact with clients, collect information, and prepare tax returns with support from seasoned teammates.

Training is provided from day one, and there are opportunities to increase earnings as your tax knowledge grows. No prior tax experience is required; strong communication and problem-solving skills help you explain tax concepts clearly and identify savings opportunities.

Qualifications

• Successful completion of the HR Block Income Tax Course or equivalent program.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills and ability to organize information to identify solutions.

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 to clients.
• Identify tax savings opportunities and recommend relevant products and services.
• Collaborate with team to support office priorities and client-first approach.

Skills

Customer service

Communication skills

Problem solving

AI tools

Education

High school diploma

Bachelor’s degree

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll interact with clients, collect information, and prepare tax returns with support from seasoned teammates.

Training is provided from day one, and there are opportunities to increase earnings as your tax knowledge grows. No prior tax experience is required; strong communication and problem-solving skills help you explain tax concepts clearly and identify savings opportunities.