Seasonal Tax Associate — In-Person, Client-Focused

H&R Block; Pacifica (CA); On-site; USD 19,000 - 33,000; Part time

Benefits offered by this job

Competitive pay

Benefits package

401(k) plan

Job summary

H&R Block is hiring a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates. No prior tax experience is required and training starts on day one.

You’ll explain tax information clearly, identify savings opportunities, and recommend relevant products and services while building strong client relationships and contributing to office priorities.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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

Problem-solving

Digital tools

Team collaboration

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates. No prior tax experience is required and training starts on day one.

You’ll explain tax information clearly, identify savings opportunities, and recommend relevant products and services while building strong client relationships and contributing to office priorities.