Seasonal Tax Associate — Client-Focused, Training Included

H&R Block; Costa Mesa (CA); On-site; USD 23,000 - 29,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate in California to meet with clients, gather information, and prepare tax returns with training and support. This in-person role offers an hourly pay and opportunities to grow tax knowledge and client relationships.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach.

Qualifications

• Required: Successful completion of the H&R Block Income Tax Course1
• 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

Communication

Problem solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED

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

H&R Block Income Tax Course

Job description

H&R Block is seeking a Seasonal Tax Associate in California to meet with clients, gather information, and prepare tax returns with training and support. This in-person role offers an hourly pay and opportunities to grow tax knowledge and client relationships.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach.