Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Mission Viejo (CA); On-site; USD 23,000 - 29,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate to assist clients, gather information, and prepare tax returns in a local office. No prior tax experience required, with training from day one.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships as part of a supportive team. The role is in-person; hours range 15–35 per week, with up to 40 during peak periods, including evenings and weekends during tax season.

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 included 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 experience

Communication skills

Problem solving

Digital tools usage

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to assist clients, gather information, and prepare tax returns in a local office. No prior tax experience required, with training from day one.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships as part of a supportive team. The role is in-person; hours range 15–35 per week, with up to 40 during peak periods, including evenings and weekends during tax season.