Seasonal Tax Associate — Client-Focused Returns & Savings

H&R Block; Millbrae (CA); On-site; USD 25,000 - 33,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare 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, as training starts from day one. The role is in-person at a local H&R Block tax office with competitive hourly pay and learning opportunities to grow tax knowledge and earnings.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment (or enrollment).
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving abilities and organizing information to identify solutions.

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 that clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Questioning needs

Teamwork

Problem solving

Digital tools (AI)

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare 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, as training starts from day one. The role is in-person at a local H&R Block tax office with competitive hourly pay and learning opportunities to grow tax knowledge and earnings.