Seasonal Tax Associate: Learn, Assist Clients, Earn

H&R Block, Inc.; Jackson (CA); On-site; USD 19,000 - 25,000; Part time

Benefits offered by this job

Medical and prescription drug coverage

401(k) plan

Employee Assistance Program

Fitness center programs (virtual)

Associate discount program

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from seasoned teammates. The role emphasizes clear explanations, client relationships, and learning opportunities in tax preparation.

This position offers an hourly rate with potential to increase earnings as tax knowledge grows and skills expand, and requires availability for peak periods including evenings and weekends.

Qualifications

• Successful completion of the HR Block Income Tax Course 1
• Experience interacting with customers 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

Strong communication skills

Problem solving

Customer service experience

Familiar with AI tools Copilot ChatGPT

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from seasoned teammates. The role emphasizes clear explanations, client relationships, and learning opportunities in tax preparation.

This position offers an hourly rate with potential to increase earnings as tax knowledge grows and skills expand, and requires availability for peak periods including evenings and weekends.