Seasonal Tax Associate — Client‑Focused & Training‑Led

H&R Block, Inc.; Millbrae (CA); On-site; USD 23,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local office in California. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and help clients understand solutions, while building strong relationships and contributing to office priorities during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course
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• Experience interacting with customers in a service-oriented environment

Responsibilities

• Greet and meet clients to gather information and assess their tax situation
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• Prepare complete and accurate tax returns with guidance and training
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• Explain tax information clearly and provide recommendations
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• Identify potential tax savings opportunities and suggest products/services
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• Assist clients with questions and resolve issues using available resources
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• Build strong client relationships and support office priorities

Skills

Customer interaction

Communication skills

Problem solving

AI tools familiarity

Digital tools usage

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local office in California. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and help clients understand solutions, while building strong relationships and contributing to office priorities during tax season.