Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block; Bell (CA); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in California. No prior tax experience is required, as training and support are provided from day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building client relationships and knowledge in tax services. You will earn a competitive hourly rate with opportunities to increase earnings as you gain knowledge, and you will work with experienced teammates who

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
• 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 teammates
• Explain tax information clearly and provide recommendations in a way clients can understand
• Identify tax savings opportunities and recommend products and services
• Analyze client information and address questions with guidance and resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service experience

Strong communication

Problem solving

Comfort with AI tools

Education

High school diploma or GED

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in California. No prior tax experience is required, as training and support are provided from day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building client relationships and knowledge in tax services. You will earn a competitive hourly rate with opportunities to increase earnings as you gain knowledge, and you will work with experienced teammates who