Seasonal Tax Associate – In-Office Training & Growth

H&R Block, Inc.; San Dimas (CA); On-site; USD 23,000 - 29,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local tax office. Training and support are provided, with opportunities to increase earnings as tax knowledge grows.

This in-person role emphasizes client service and ongoing learning during tax season. No prior tax experience is required. The role focuses on clear communication, identifying savings opportunities, and building lasting client relationships within a

Qualifications

• High school diploma or equivalent.
• Experience in customer service or client-facing roles.
• Strong communication and ability to explain information clearly.
• Problem-solving with ability to identify solutions.
• Comfort with AI-based tools and digital systems (Copilot, ChatGPT).
• Preferred: bachelor’s degree in accounting, finance, or related field.

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 relevant products/services.
• Apply problem-solving skills to address questions or unique situations.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Strong communication skills

Problem solving

Digital tools familiarity (Copilot/AI)

Explain tax information clearly

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local tax office. Training and support are provided, with opportunities to increase earnings as tax knowledge grows.

This in-person role emphasizes client service and ongoing learning during tax season. No prior tax experience is required. The role focuses on clear communication, identifying savings opportunities, and building lasting client relationships within a