Seasonal Tax Associate - Client-Focused with Training

H&R Block; Burney (CA); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. This in-person role offers an hourly pay rate and opportunities to grow as tax knowledge increases.

You’ll work directly with clients, explain tax information clearly, and identify savings opportunities within a collaborative, client-first office environment. Full participation in training and ongoing guidance from experienced teammates helps you

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 including 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

Digital tools (Copilot/ChatGPT)

Education

HS diploma / GED

Tax course (H&R Block Income Tax Course)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. This in-person role offers an hourly pay rate and opportunities to grow as tax knowledge increases.

You’ll work directly with clients, explain tax information clearly, and identify savings opportunities within a collaborative, client-first office environment. Full participation in training and ongoing guidance from experienced teammates helps you