Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block; Buellton (CA); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block seasonal Tax Associate role offers hands-on experience in tax preparation and client services. You’ll gather client information, prepare returns, and engage with clients directly under trained guidance.

This in-person position is based at a local H&R Block tax office, with a clear path to develop tax knowledge and earnings as you grow. You’ll start with training, earn a competitive hourly rate, and have opportunities to increase earnings during peak periods.

Qualifications

• HS diploma or GED required; customer service experience preferred.
• Ability to explain tax information clearly and address questions.
• Comfort with digital tools and AI-based systems.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and guidance resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Strong communication

Customer service experience

Problem-solving

Digital tools (Copilot, ChatGPT)

Education

High school diploma or GED

Bachelor's degree (preferred)

Job description

H&R Block seasonal Tax Associate role offers hands-on experience in tax preparation and client services. You’ll gather client information, prepare returns, and engage with clients directly under trained guidance.

This in-person position is based at a local H&R Block tax office, with a clear path to develop tax knowledge and earnings as you grow. You’ll start with training, earn a competitive hourly rate, and have opportunities to increase earnings during peak periods.