Seasonal Tax Associate — Learn, Earn & Help Clients

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office in Goleta, CA. You will meet with clients to gather information, prepare tax returns with training, and answer questions while building client relationships.

No prior tax experience is required as training is provided. Responsibilities include explaining tax information clearly, identifying savings opportunities, and supporting office priorities through teamwork.

Qualifications

• Successful completion of the HR Block Income Tax Course
• Experience in customer service or client-facing roles
• Strong communication and problem-solving abilities
• Comfort with digital tools including AI-based assistants (Copilot/ChatGPT)

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
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

Questioning skills

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office in Goleta, CA. You will meet with clients to gather information, prepare tax returns with training, and answer questions while building client relationships.

No prior tax experience is required as training is provided. Responsibilities include explaining tax information clearly, identifying savings opportunities, and supporting office priorities through teamwork.