Seasonal Tax Associate — In-Person, Training & Growth

H&R Block; Vallejo (CA); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is hiring for a seasonal Tax Associate in California. You will meet with clients to gather information, prepare tax returns with training, and explain tax details clearly while identifying savings opportunities.

The role emphasizes client relationships, teamwork, and a client-first approach, with training and support from experienced teammates. This is an in-person position at a local H&R Block office.

Qualifications

• Experience in a service-oriented environment with customer interaction.
• Strong communication skills to explain information clearly.
• Ability to use digital tools and systems including AI-based assistants.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem-solving

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring for a seasonal Tax Associate in California. You will meet with clients to gather information, prepare tax returns with training, and explain tax details clearly while identifying savings opportunities.

The role emphasizes client relationships, teamwork, and a client-first approach, with training and support from experienced teammates. This is an in-person position at a local H&R Block office.