Seasonal Tax Associate: Client‑Focused Tax Prep

H&R Block, Inc.; San Jose (CA); On-site; USD 24,000 - 32,000; Part time

Job summary

H&R Block in San Jose is hiring a seasonal Tax Associate to help clients with information gathering, tax return preparation, and clear explanations of tax concepts. No prior tax experience is required as training is provided.

You’ll earn a competitive hourly rate, support local office priorities through teamwork, and build valuable client relationships while learning tax knowledge and IRS rules.

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 including AI 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 experience

Clear communication

Problem-solving

Explain tax information clearly

Asking questions to understand needs

Comfort using digital tools such as AI

Education

High school diploma / GED

H&R Block Income Tax Course completed

Tools

Copilot

ChatGPT

Job description

H&R Block in San Jose is hiring a seasonal Tax Associate to help clients with information gathering, tax return preparation, and clear explanations of tax concepts. No prior tax experience is required as training is provided.

You’ll earn a competitive hourly rate, support local office priorities through teamwork, and build valuable client relationships while learning tax knowledge and IRS rules.