Seasonal Tax Associate — Client-Focused Training

H&R Block, Inc.; San Diego (CA); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office in California. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

The role emphasizes clear communication, problem solving, and building strong client relationships throughout tax season. No prior tax experience is required as training and day-one support are provided.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service setting
• Strong communication and problem-solving abilities
• Comfort using AI-based tools like Copilot and ChatGPT
• High school diploma or GED

Responsibilities

• Meet with clients to gather information and understand tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and suggest products and services
• Address questions with guidance and resources
• Build client relationships and support office priorities through teamwork

Skills

Customer service experience

Strong communication

Problem solving

Digital tools usage

Client relationship building

Education

High school diploma or GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office in California. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

The role emphasizes clear communication, problem solving, and building strong client relationships throughout tax season. No prior tax experience is required as training and day-one support are provided.