Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Laguna Niguel (CA); Sur place; USD 22 000 - 29 000; Temps partiel

Résumé du poste

H&R Block in Laguna Niguel, CA is hiring a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll clearly explain tax information, identify savings opportunities, and build strong client relationships while supporting office priorities. No prior tax experience is required; training and day-one support are provided, with an earning potential based on an hourly rate and

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.

Responsabilités

• 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

Connaissances

Customer service

Communication

Problem solving

Tech proficiency

Formation

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Description du poste

H&R Block in Laguna Niguel, CA is hiring a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll clearly explain tax information, identify savings opportunities, and build strong client relationships while supporting office priorities. No prior tax experience is required; training and day-one support are provided, with an earning potential based on an hourly rate and