Seasonal Tax Associate - In-Office Training & Growth

H&R Block, Inc.; Redwood City (CA); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block in California is seeking a seasonal Tax Associate to work in-office at a local tax office. You’ll gather client information, prepare tax returns, and answer questions with onboarding training. Earn an hourly rate with potential earnings growth as tax knowledge expands.

The role emphasizes client service, clear communication, and teamwork while offering hands-on training and opportunities to advance during peak periods.

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 included 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

Customer service

Communication skills

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block in California is seeking a seasonal Tax Associate to work in-office at a local tax office. You’ll gather client information, prepare tax returns, and answer questions with onboarding training. Earn an hourly rate with potential earnings growth as tax knowledge expands.

The role emphasizes client service, clear communication, and teamwork while offering hands-on training and opportunities to advance during peak periods.