Seasonal Tax Associate - Client Service & Training

H&R Block; Mount Shasta (CA); On-site; USD 20,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office. You’ll meet with clients to gather information, prepare tax returns with training and support from teammates, and explain tax information clearly while identifying savings opportunities.

No prior tax experience is required. You’ll earn a competitive hourly rate with opportunities to grow as you build tax knowledge and skills. This in-person role supports office priorities through teamwork and client-first service.

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

Communication

Customer service

Problem solving

AI tools

Digital tools

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office. You’ll meet with clients to gather information, prepare tax returns with training and support from teammates, and explain tax information clearly while identifying savings opportunities.

No prior tax experience is required. You’ll earn a competitive hourly rate with opportunities to grow as you build tax knowledge and skills. This in-person role supports office priorities through teamwork and client-first service.