Seasonal Tax Associate: Client-Focused Tax Prep Pro

H&R Block, Inc.; Soquel (CA); On-site; USD 22,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office in California. You’ll gather client information, prepare returns with training, and explain tax details clearly while building client relationships. This in-person role offers training and opportunity to earn through hourly pay.

Even without tax experience, you will learn on the job, with mentorship from experienced teammates and access to tools to help you grow in tax knowledge and client service during peak season.

Qualifications

• Experience in a service-oriented environment
• Strong communication skills and ability to explain information clearly
• Problem-solving and organizing information to identify solutions
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT
• High school diploma 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 experienced teammates
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem-solving

Client meetings

Explain tax information

Digital tools familiarity

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office in California. You’ll gather client information, prepare returns with training, and explain tax details clearly while building client relationships. This in-person role offers training and opportunity to earn through hourly pay.

Even without tax experience, you will learn on the job, with mentorship from experienced teammates and access to tools to help you grow in tax knowledge and client service during peak season.