Seasonal Tax Associate: Client‑Focused Tax Prep

H&R Block; Cotati (CA); On-site; USD 22,000 - 29,000; Part time

Job summary

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

You’ll identify savings opportunities and recommend relevant products and services, delivering answers with a client-first approach. No prior tax experience is required; you’ll receive comprehensive training and gain valuable client-services skills while

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 included 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

Digital tools (Copilot/ChatGPT)

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

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

You’ll identify savings opportunities and recommend relevant products and services, delivering answers with a client-first approach. No prior tax experience is required; you’ll receive comprehensive training and gain valuable client-services skills while