Seasonal Tax Associate — Client Services & Returns

H&R Block; Fairfield (CA); On-site; USD 23,000 - 32,000; Part time

Job summary

H&R Block seeks a seasonal Tax Associate. You’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly pay and opportunities to increase earnings as you build tax knowledge and grow in the role.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent
• Experience interacting with customers in a service environment
• Strong communication skills and ability to explain information clearly
• Problem-solving skills with the ability to organize information and identify solutions
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT
• High school diploma or GED or 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 with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Communication skills

Customer service experience

Problem-solving

AI tool familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Tax Associate. You’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly pay and opportunities to increase earnings as you build tax knowledge and grow in the role.