Seasonal Tax Associate: Client-Focused Prep

H&R Block; Chino Hills (CA); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block in California is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with guidance from experienced teammates. You will explain tax concepts clearly and identify potential savings opportunities while building strong client relationships.

No prior tax experience is required; training and support begin on day one, with emphasis on client service and learning. The role is in-office during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication and asking questions to understand needs
• Problem-solving and organizing information
• Comfort using digital tools including AI-based tools
• High school diploma / GED or 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 easily understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions with guidance and resources
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

Interpersonal skills

Education

High school diploma or GED

Bachelor's degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in California is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with guidance from experienced teammates. You will explain tax concepts clearly and identify potential savings opportunities while building strong client relationships.

No prior tax experience is required; training and support begin on day one, with emphasis on client service and learning. The role is in-office during peak tax season.