Seasonal Tax Associate — In-Office Training & Growth

H&R Block, Inc.; Yucaipa (CA); On-site; USD 22,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and support clients with a client-first approach.

Training is provided from day one, with opportunities to grow earnings as you build tax knowledge. Evening and weekend availability during tax season is helpful.

Qualifications

• Must complete H&R Block Income Tax Course (or enrollment) with successful progress.
• Experience in customer or client service.
• Strong communication and ability to ask questions to understand client needs.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

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 a client-first approach.

Skills

Strong communication

Customer service experience

Problem solving

Comfort with digital tools & AI

Teamwork

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and support clients with a client-first approach.

Training is provided from day one, with opportunities to grow earnings as you build tax knowledge. Evening and weekend availability during tax season is helpful.