Seasonal Tax Associate — Client-Focused & Training-Driven

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

Benefits offered by this job

Competitive pay

Benefits package

401(k) plan

Employee assistance program

Discount program for associates

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll learn to identify tax savings opportunities, explain information clearly, and build strong client relationships while contributing to office priorities in a collaborative team environment.

Qualifications

• High school diploma or equivalent required.
• Experience interacting with customers or clients in a service environment.
• Strong communication and ability to explain information clearly; problem-solving mindset.

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 address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer interaction

Communication skills

Problem-solving

Digital tools like Copilot/ChatGPT

Education

High school diploma/GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll learn to identify tax savings opportunities, explain information clearly, and build strong client relationships while contributing to office priorities in a collaborative team environment.