Seasonal Tax Associate — In‑Person Training & Client Service

H&R Block, Inc.; Escondido (CA); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Associate in California for in-person client service and tax return preparation. No prior tax experience required; comprehensive training is provided. You will meet with clients, gather information, and help prepare accurate returns while explaining tax concepts clearly.

Strong communication, problem-solving, and comfort with digital tools (including AI like Copilot and ChatGPT) are valued. Availability for peak tax season hours is expected.

Qualifications

• Completion of HR Block Income Tax Course or Tax Knowledge Assessment.
• Experience interacting with customers in a service-oriented environment.
• Strong communication, 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 or GED.

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.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital literacy

Education

High school diploma or GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate in California for in-person client service and tax return preparation. No prior tax experience required; comprehensive training is provided. You will meet with clients, gather information, and help prepare accurate returns while explaining tax concepts clearly.

Strong communication, problem-solving, and comfort with digital tools (including AI like Copilot and ChatGPT) are valued. Availability for peak tax season hours is expected.