Seasonal Tax Associate: Client‑Focused Tax Prep

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

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Associate discount program

Business Travel Accident Insurance

Fitness center programs

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax details, identify savings opportunities, and build lasting client relationships in person at a local tax office.

No prior tax experience is required; training starts day one and earnings grow with tax knowledge and performance. This is an in-person, seasonal role.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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.
• 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.
• 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

Communication

Problem solving

Questioning skills

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance (preferred)

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 support from experienced teammates. You will explain tax details, identify savings opportunities, and build lasting client relationships in person at a local tax office.

No prior tax experience is required; training starts day one and earnings grow with tax knowledge and performance. This is an in-person, seasonal role.