Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required, as training and support are provided. You will earn an hourly wage and have opportunities to increase earnings as tax knowledge grows.

This role is in-person at a local H&R Block tax office. You will meet with clients to gather information and understand their tax situation, prepare complete

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers or clients in a service environment
• Strong communication skills and ability to explain information clearly
• Problem-solving and information-organizing abilities
• Comfort using digital tools including Copilot and ChatGPT
• High school diploma / GED or equivalent

Responsibilities

• 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
• Identify tax savings opportunities and recommend relevant products
• Apply problem-solving skills to analyze client information and address questions
• Build strong client relationships and support office priorities through teamwork

Skills

Client interaction

Communication

Problem solving

Explain tax information

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required, as training and support are provided. You will earn an hourly wage and have opportunities to increase earnings as tax knowledge grows.

This role is in-person at a local H&R Block tax office. You will meet with clients to gather information and understand their tax situation, prepare complete