Seasonal Tax Associate: Client-Focused Tax Prep & Training

H&R Block, Inc.; Berkeley (CA); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in Berkeley to help clients prepare and review tax returns with training and support from day one. You’ll meet with clients, gather information, and apply tax knowledge to identify potential savings while delivering clear explanations.

This in-person role emphasizes client service, teamwork, and a willingness to learn. Hours are seasonal, with opportunities to increase earnings as tax knowledge grows and peak periods require more coverage.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service 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 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 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 with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Strong communication

Customer service experience

Problem solving

Digital tools & AI

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in Berkeley to help clients prepare and review tax returns with training and support from day one. You’ll meet with clients, gather information, and apply tax knowledge to identify potential savings while delivering clear explanations.

This in-person role emphasizes client service, teamwork, and a willingness to learn. Hours are seasonal, with opportunities to increase earnings as tax knowledge grows and peak periods require more coverage.