Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Clayton (CA); Sur place; USD 25 000 - 33 000; Temps partiel

Avantages offerts par ce poste

Training provided

In-person at local office

Résumé du poste

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience is required, as training and support start from day one. You will meet with clients, gather information, and prepare returns while building client relationships and learning tax fundamentals.

The role offers an hourly wage with potential to increase earnings as tax knowledge grows. Nights and weekends during peak periods are expected, and work is in-person at a local H&R Block office.

Qualifications

• Requires completion of HR Block Income Tax Course or equivalent tax training.
• Experience interacting with customers in a service environment is expected.
• Strong communication skills to explain tax information clearly.
• Problem-solving to organize information and find solutions with guidance.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or equivalent is required.

Responsabilités

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend relevant products and services.
• Address client questions and unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Connaissances

Customer service experience

Communication skills

Problem-solving

Digital literacy

Formation

High school diploma/GED

Bachelor’s degree in accounting/finance/related field

Outils

Copilot & ChatGPT

Description du poste

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience is required, as training and support start from day one. You will meet with clients, gather information, and prepare returns while building client relationships and learning tax fundamentals.

The role offers an hourly wage with potential to increase earnings as tax knowledge grows. Nights and weekends during peak periods are expected, and work is in-person at a local H&R Block office.