Seasonal Tax Associate — Hands-On Tax Prep & Training

H&R Block; Diamond Springs (CA); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Associate in California. You will meet with clients, gather information, and prepare tax returns with training and support from teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships in a collaborative office environment. Training from day one, competitive hourly pay, and opportunities to grow tax knowledge are offered.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent
• Experience in a service-oriented environment with customers
• Strong communication; ability to explain information clearly and ask questions to understand needs
• Problem-solving skills; ability to organize information and identify solutions
• Familiarity with digital tools and AI-based assistance (Copilot, ChatGPT)
• HS 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 an understandable way
• 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 client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools (AI Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate in California. You will meet with clients, gather information, and prepare tax returns with training and support from teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships in a collaborative office environment. Training from day one, competitive hourly pay, and opportunities to grow tax knowledge are offered.