Seasonal Tax Associate - Client-Focused Training Included

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

Job summary

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

No prior tax experience is required, with earnings based on an hourly rate and opportunities to increase knowledge and earnings over time. The role emphasizes strong communication, problem solving, and building client relationships.

Qualifications

• Successful completion of the H&R Block Income Tax Course or similar tax prep coursework.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and listening to understand client needs.
• Problem-solving skills to organize information and find solutions.
• Comfort using digital tools and AI-based assistants.
• High school diploma or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and advise on products/services.
• Analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

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

No prior tax experience is required, with earnings based on an hourly rate and opportunities to increase knowledge and earnings over time. The role emphasizes strong communication, problem solving, and building client relationships.