Seasonal Tax Associate - In-Person Training & Client Focus

H&R Block; Merced (CA); Sur place; USD 22 000 - 28 000; Temps partiel

Résumé du poste

H&R Block in California is seeking a seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. You’ll receive training from day one and work directly with clients to gather information, prepare returns, and answer questions while building valuable skills and strong client relationships.

This is an in-person role at a local H&R Block office. You will meet with clients, prepare complete returns with guidance, explain tax information clearly,

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

Responsabilités

• 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
• Build strong client relationships and support office priorities through teamwork

Connaissances

Customer service

Communication

Problem solving

AI tools

Formation

High school diploma

Bachelor's degree (preferred)

Outils

Copilot

ChatGPT

Description du poste

H&R Block in California is seeking a seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. You’ll receive training from day one and work directly with clients to gather information, prepare returns, and answer questions while building valuable skills and strong client relationships.

This is an in-person role at a local H&R Block office. You will meet with clients, prepare complete returns with guidance, explain tax information clearly,