Seasonal Tax Associate — Client-Focused Prep & Support

H&R Block, Inc.; Encinitas (CA); On-site; USD 22,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join our local tax office in California. No prior tax experience is required; training is provided from day one.

You will meet with clients, gather information, prepare returns, and explain tax concepts clearly to help clients understand their options. This in-person role offers an hourly pay range with opportunities to increase earnings as tax knowledge grows.

Qualifications

• 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
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems incl. 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 to clients
• 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication skills

Problem solving

Digital tools

Education

High school diploma / GED

Bachelor's degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join our local tax office in California. No prior tax experience is required; training is provided from day one.

You will meet with clients, gather information, prepare returns, and explain tax concepts clearly to help clients understand their options. This in-person role offers an hourly pay range with opportunities to increase earnings as tax knowledge grows.