Seasonal Tax Associate — Client-Focused Training

H&R Block, Inc.; Belmont (CA); On-site; USD 25,000 - 32,000; Part time

Job summary

H&R Block, Inc. in Belmont, CA is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience required; you will receive training and work directly with clients to gather information, prepare returns, and answer questions in a client‑focused environment.

This role offers an opportunity to earn a competitive hourly rate, with potential to increase earnings as tax knowledge grows and performance. Work is in-person during tax season with supportive teammates.

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

Communication

Problem solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. in Belmont, CA is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience required; you will receive training and work directly with clients to gather information, prepare returns, and answer questions in a client‑focused environment.

This role offers an opportunity to earn a competitive hourly rate, with potential to increase earnings as tax knowledge grows and performance. Work is in-person during tax season with supportive teammates.