Seasonal Tax Associate: Client-Focused Tax Prep & Training

H&R Block, Inc.; Atwater (CA); On-site; USD 22,000 - 26,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person tax office in California. No prior tax experience is required; training and support start on day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building client relationships and developing tax knowledge. compensation is hourly with opportunities to increase earnings with advanced knowledge.

Qualifications

• Successful completion of the HR 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-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

Customer service

Clear communication

Problem solving

Digital tools (AI)

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person tax office in California. No prior tax experience is required; training and support start on day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building client relationships and developing tax knowledge. compensation is hourly with opportunities to increase earnings with advanced knowledge.