Seasonal Tax Associate - Client-Focused, Training Provided

H&R Block; San Clemente (CA); On-site; USD 22,000 - 29,000; 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 with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience is required, and you will earn a competitive hourly rate while building valuable client-service skills. You’ll learn to explain tax information clearly, identify savings opportunities, and support office priorities through teamwork and a client-first approach.

Qualifications

• Successful completion of tax-related coursework is not required; training is provided.
• Experience interacting with customers in a service-oriented environment is preferred.
• Strong communication and ability to explain information clearly.
• Problem-solving abilities and comfort using digital tools and systems.
• High school diploma or equivalent required.

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 clients can understand.
• Identify tax savings opportunities and relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication skills

Problem solving

Digital tools

Education

High school diploma / GED

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 with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience is required, and you will earn a competitive hourly rate while building valuable client-service skills. You’ll learn to explain tax information clearly, identify savings opportunities, and support office priorities through teamwork and a client-first approach.