Seasonal Tax Associate — In-Person Training

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; training provided and you'll work directly with clients to gather information and prepare returns in person at a local office.

You'll meet with clients, explain tax information clearly, identify savings opportunities, and support office goals through teamwork and a client-first approach, with hours up to 40 during peak tax season.

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 including 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 experience

Strong communication

Problem solving

Tech-savvy (AI tools)

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; training provided and you'll work directly with clients to gather information and prepare returns in person at a local office.

You'll meet with clients, explain tax information clearly, identify savings opportunities, and support office goals through teamwork and a client-first approach, with hours up to 40 during peak tax season.