Seasonal Tax Associate - Client-Focused, Training-Driven

H&R Block; Montclair (CA); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax details clearly, identify savings opportunities, and support clients while building strong relationships at a local tax office.

No prior tax experience is required; day-one training is provided, and you can grow your knowledge and earnings as you work with clients 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 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 and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Digital tools (Copilot & ChatGPT)

Education

H&R Block Income Tax Course

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax details clearly, identify savings opportunities, and support clients while building strong relationships at a local tax office.

No prior tax experience is required; day-one training is provided, and you can grow your knowledge and earnings as you work with clients during tax season.