Seasonal Tax Associate - In-Person, Training & Growth

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with the support of experienced teammates. You’ll explain tax details clearly and identify potential savings opportunities.

This in-person role at a local tax office emphasizes customer service, learning on the job, and building client relationships while earning an hourly wage during tax season.

Qualifications

• Strong communication and client-service skills.
• Experience in a service environment or with customer interactions.
• Ability to explain complex information clearly and ask clarifying questions.
• Comfort with using digital tools and AI-based assistance.

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.
• Identify tax savings opportunities and recommend products and services.
• Apply problem-solving skills to address questions with guidance.
• Build strong client relationships and support office priorities.

Skills

Client service

Communication

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with the support of experienced teammates. You’ll explain tax details clearly and identify potential savings opportunities.

This in-person role at a local tax office emphasizes customer service, learning on the job, and building client relationships while earning an hourly wage during tax season.