Seasonal Tax Associate - In-Office Training & Client Impact

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and help identify savings opportunities, building strong client relationships in a client-first environment. No prior tax experience is required; training begins on day one.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• Experience in customer or client service.
• Strong communication and problem-solving abilities.
• 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.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommended products/services.
• Address questions or unique situations with available resources.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem solving

AI tools (Copilot/ChatGPT)

Education

High school diploma or equivalent

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, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and help identify savings opportunities, building strong client relationships in a client-first environment. No prior tax experience is required; training begins on day one.