Seasonal Tax Associate — In-Office with Training

H&R Block, Inc.; San Anselmo (CA); On-site; USD 25,000 - 32,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for an on-site, in-person role at a local tax office in California. You’ll meet with clients to gather information, prepare tax returns, and answer questions with training and support from experienced teammates.

The role emphasizes building strong client relationships and delivering clear tax guidance during the busy season. Ideal candidates bring a high school diploma and customer service experience, plus comfort with AI-based tools like

Qualifications

• Completed HR Block Income Tax Course or equivalent, and prior customer service experience.
• Strong communication and listening skills to gather information and explain tax concepts clearly.
• Ability to analyze information and identify solutions using available resources.
• Comfort with digital tools and AI-based systems used in tax preparation.

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 to clients.
• Identify tax savings opportunities and suggest relevant products and services.
• Use problem-solving skills to analyze client information and address questions.

Skills

Customer service

Communication

Problem-solving

AI tools

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for an on-site, in-person role at a local tax office in California. You’ll meet with clients to gather information, prepare tax returns, and answer questions with training and support from experienced teammates.

The role emphasizes building strong client relationships and delivering clear tax guidance during the busy season. Ideal candidates bring a high school diploma and customer service experience, plus comfort with AI-based tools like