Seasonal Tax Associate: Learn, Earn & Help Clients

H&R Block, Inc.; Santa Clara (CA); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) plan

Employee Assistance Program

Associate discount program

Job summary

H&R Block in Santa Clara is hiring a seasonal Tax Associate to work in a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required and you’ll earn an hourly rate with opportunities to increase earnings as you build tax knowledge. Successful completion of the H&R Block Income Tax Course and strong communication skills are valued, along with a client-first mindset and teamwork to support

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

AI tools (Copilot)

AI tools (ChatGPT)

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block in Santa Clara is hiring a seasonal Tax Associate to work in a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required and you’ll earn an hourly rate with opportunities to increase earnings as you build tax knowledge. Successful completion of the H&R Block Income Tax Course and strong communication skills are valued, along with a client-first mindset and teamwork to support