Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block; Burbank (CA); On-site; USD 23,000 - 29,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

Association discount program

Business Travel Accident Insurance

Receive Associate Tax Prep benefit

Job summary

H&R Block is hiring a seasonal Tax Associate in California to work in-person at a local tax office. You will meet with clients, gather tax information, and prepare returns with training and support from the team, while explaining tax concepts in clear terms and identifying savings opportunities.

No prior tax experience is required. The role emphasizes strong client relationships, teamwork, and a client-first approach, with competitive hourly pay and room to grow knowledge during peak tax season.

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 and asking questions to understand needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools
• 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
• 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

Clear communication

Problem solving

Digital tools experience

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate in California to work in-person at a local tax office. You will meet with clients, gather tax information, and prepare returns with training and support from the team, while explaining tax concepts in clear terms and identifying savings opportunities.

No prior tax experience is required. The role emphasizes strong client relationships, teamwork, and a client-first approach, with competitive hourly pay and room to grow knowledge during peak tax season.