Seasonal Tax Associate — Client‑Focused Tax Prep

H&R Block, Inc.; Rancho Santa Margarita (CA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions at a local tax office. No prior tax experience required; training provided, with opportunities to increase earnings as you gain knowledge.

You will meet with clients, explain tax information clearly, identify savings opportunities, and work with a team to support office priorities in a client-first environment.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication, including explaining information clearly.
• Problem-solving and organizing information.
• Comfort using 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

Communication skills

Problem-solving

Customer service

Digital tools

Education

High school diploma or GED

Bachelor’s degree (accounting/finance or related)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions at a local tax office. No prior tax experience required; training provided, with opportunities to increase earnings as you gain knowledge.

You will meet with clients, explain tax information clearly, identify savings opportunities, and work with a team to support office priorities in a client-first environment.