Seasonal Tax Associate — In-Office, Client-Focused

H&R Block, Inc.; Santa Ana (CA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office in person. You will gather client information, prepare tax returns, and answer questions while building valuable relationships and tax knowledge.

No prior tax experience is required, with training and day-one support. Earn a competitive hourly rate, with potential to increase earnings as you build tax knowledge and grow in the role.

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 resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Client interaction

Communication

Problem-solving

Learning on the job

Digital tools (AI)

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office in person. You will gather client information, prepare tax returns, and answer questions while building valuable relationships and tax knowledge.

No prior tax experience is required, with training and day-one support. Earn a competitive hourly rate, with potential to increase earnings as you build tax knowledge and grow in the role.