Seasonal Tax Associate: Client-Focused Returns

H&R Block, Inc.; Lakeport (CA); On-site; USD 20,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in California to start a career in tax and client services. You’ll gather information, prepare tax returns, and answer questions with training and support from day one.

This is an in-person role at a local H&R Block tax office, offering an hourly pay range with potential increases as you gain tax knowledge. No prior tax experience is required; reliable communication and problem-solving skills help you deliver clear guidance to clients.

Qualifications

• HS diploma or GED or equivalent.
• Experience in customer service or client-facing roles.
• Strong communication and problem-solving skills.
• Comfort with digital tools and AI-based systems.

Responsibilities

• Meet with clients to gather tax information and discuss their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and offer recommendations.
• Identify tax savings opportunities and relevant products or services.
• Address client questions using available resources and guidance.
• Build strong client relationships and support office goals.

Skills

Customer service

Communication

Problem solving

Digital tools familiarity

Education

HS Diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in California to start a career in tax and client services. You’ll gather information, prepare tax returns, and answer questions with training and support from day one.

This is an in-person role at a local H&R Block tax office, offering an hourly pay range with potential increases as you gain tax knowledge. No prior tax experience is required; reliable communication and problem-solving skills help you deliver clear guidance to clients.