Seasonal Tax Associate — Learn, Earn & Help Clients

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

Benefits offered by this job

Competitive pay

In-person office role

Training and support

Job summary

H&R Block is seeking a seasonal Tax Associate in California to work in person at a local tax office. You’ll meet with clients to gather information, prepare returns, and answer questions with training and support from day one.

No prior tax experience is required, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge. You will develop client relationships, identify tax savings opportunities, and explain tax concepts clearly.

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 included 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

Communication

Problem solving

Digital tools

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate in California to work in person at a local tax office. You’ll meet with clients to gather information, prepare returns, and answer questions with training and support from day one.

No prior tax experience is required, and you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge. You will develop client relationships, identify tax savings opportunities, and explain tax concepts clearly.