Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block; Monterey (CA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block is seeking 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 training and support from experienced teammates. The role offers an hourly wage with opportunities to increase earnings as tax knowledge grows.

No prior tax experience is required; you’ll earn competitive pay and develop client-service skills during tax season.

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 and organizational skills.
• Comfort using digital tools and systems.

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 understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Clear communication

Problem solving

Comfort with digital tools

Attention to detail

Education

High school diploma / GED

Job description

H&R Block is seeking 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 training and support from experienced teammates. The role offers an hourly wage with opportunities to increase earnings as tax knowledge grows.

No prior tax experience is required; you’ll earn competitive pay and develop client-service skills during tax season.