Seasonal Tax Associate: Client-Focused Prep

H&R Block, Inc.; Crestline (CA); On-site; USD 22,000 - 27,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block 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, identify savings opportunities, and provide tailored recommendations while building strong client relationships.

No prior tax experience is required; training and support are provided. This in-person role pays hourly and offers opportunities to increase earnings as tax knowledge grows during

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 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 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

Skills

Customer service experience

Strong communication

Problem solving

Digital tools proficiency

Explain needs & ask questions

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block 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, identify savings opportunities, and provide tailored recommendations while building strong client relationships.

No prior tax experience is required; training and support are provided. This in-person role pays hourly and offers opportunities to increase earnings as tax knowledge grows during