Seasonal Tax Associate — Learn, Earn, Help Clients

H&R Block; Santa Maria (CA); On-site; USD 22,000 - 29,000; Full time

Benefits offered by this job

Competitive pay

Training provided

Job summary

H&R Block in Santa Maria, CA is seeking a seasonal Tax Associate with no prior tax experience required. You’ll work directly with clients to gather information and prepare returns, with training and support from experienced teammates.

You’ll earn a competitive hourly rate, and opportunities to increase earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.

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

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Santa Maria, CA is seeking a seasonal Tax Associate with no prior tax experience required. You’ll work directly with clients to gather information and prepare returns, with training and support from experienced teammates.

You’ll earn a competitive hourly rate, and opportunities to increase earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.