Seasonal Tax Associate — Client Services

H&R Block; Galt (CA); On-site; USD 22,000 - 27,000; Part time

Benefits offered by this job

Competitive pay

Benefits package

Training and development

Job summary

H&R Block in California is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships in a busy local office.

No prior tax experience is required; day-one training and supportive colleagues help you grow in the role, with a competitive hourly pay and opportunities to increase earnings as you gain tax

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

Digital tools

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in California is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships in a busy local office.

No prior tax experience is required; day-one training and supportive colleagues help you grow in the role, with a competitive hourly pay and opportunities to increase earnings as you gain tax