Seasonal Tax Associate - Client-Focused Prep

H&R Block, Inc.; Diamond Springs (CA); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with training, and answer questions while building client relationships.

Earn a competitive hourly rate and opportunities to increase earnings as tax knowledge grows. No prior tax experience is required; training and support start from day one, with regular guidance from teammates.

Qualifications

• Experience in service-oriented environment and strong communication required.
• Problem-solving ability and organizing information for solutions.
• Comfort using digital tools and AI-based platforms like Copilot and ChatGPT.

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 an understandable way
• Identify tax savings opportunities and recommend relevant products and services
• Address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem-solving

Digital tools (AI-based)

High school diploma

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

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 gather client information, prepare tax returns with training, and answer questions while building client relationships.

Earn a competitive hourly rate and opportunities to increase earnings as tax knowledge grows. No prior tax experience is required; training and support start from day one, with regular guidance from teammates.