Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Burney (CA); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in California. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

This in-person role offers an hourly wage and the chance to grow tax knowledge and earnings during peak season. No prior tax experience is required; you’ll learn on the job and build strong client relationships while delivering accurate results and friendly service to clients during busy

Qualifications

• 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 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 a way clients can easily understand.
• 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 and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service experience

Communication skills

Problem solving

Adaptability

Education

High school diploma / GED / equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in California. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

This in-person role offers an hourly wage and the chance to grow tax knowledge and earnings during peak season. No prior tax experience is required; you’ll learn on the job and build strong client relationships while delivering accurate results and friendly service to clients during busy