Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Mountain View (CA); On-site; USD 25,000 - 32,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office in California. You’ll gather client information, prepare returns, and answer questions with training support from experienced teammates.

The role emphasizes client relationships and a client-first approach, with opportunities to increase earnings as tax knowledge grows. The position is in-person at a local H&R Block tax office and requires strong communication, service experience, and willingness to learn tax basics.

Qualifications

• Completed H&R Block Income Tax Course.
• Experience interacting with customers in a service setting.
• Strong communication and problem-solving abilities.
• Familiarity with AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand tax situations.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and suggest relevant products.
• Use problem-solving to analyze client information and answer questions.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem-solving

AI tools

Education

H&R Block Income Tax Course

High School Diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office in California. You’ll gather client information, prepare returns, and answer questions with training support from experienced teammates.

The role emphasizes client relationships and a client-first approach, with opportunities to increase earnings as tax knowledge grows. The position is in-person at a local H&R Block tax office and requires strong communication, service experience, and willingness to learn tax basics.