Seasonal Tax Associate — Client-Focused Tax Prep & Training

H&R Block; Morgan Hill (CA); Sur place; USD 29 000 - 49 000; Plein temps

Résumé du poste

H&R Block in Morgan Hill, CA is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You'll explain tax concepts clearly, identify potential savings, and build strong client relationships while supporting office priorities through teamwork and a client-first approach. This entry-level role offers training and the chance to grow tax knowledge and earnings.

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-based tools like Copilot and ChatGPT.
• High school diploma / GED/ equivalent.

Responsabilités

• 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.

Connaissances

Customer service experience

Strong communication skills

Problem-solving skills

Comfort using digital tools including 

Formation

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance, or related field

Description du poste

H&R Block in Morgan Hill, CA is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You'll explain tax concepts clearly, identify potential savings, and build strong client relationships while supporting office priorities through teamwork and a client-first approach. This entry-level role offers training and the chance to grow tax knowledge and earnings.