Seasonal Tax Associate - Learn, Advise & Help Clients

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with no prior tax experience required.

You’ll be trained and supported from day one, work directly with clients to gather information and prepare tax returns, and build strong relationships in a local tax office. The role is in-person at a local H&R Block tax office, with a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.

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 skills

Problem-solving skills

AI tools familiarity (Copilot/ChatGPT)

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with no prior tax experience required.

You’ll be trained and supported from day one, work directly with clients to gather information and prepare tax returns, and build strong relationships in a local tax office. The role is in-person at a local H&R Block tax office, with a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.