Seasonal Tax Associate — Learn, Earn & Help Clients

H&R Block; Torrance (CA); On-site; USD 23,000 - 29,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to gain a career in tax and client services with on-the-job training. You will work in-person at a local H&R Block tax office, meeting clients, collecting information, and preparing returns while learning from experienced teammates.

Strong communication and problem-solving skills are essential, with availability to work evenings and weekends during peak tax season and a range of hours per week.

Qualifications

• Must have completed the H&R Block Income Tax Course or be enrolled/completed
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills, including clear explanations 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 or 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 clients can understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Strong communication

Customer service

Problem solving

Digital tools and AI

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to gain a career in tax and client services with on-the-job training. You will work in-person at a local H&R Block tax office, meeting clients, collecting information, and preparing returns while learning from experienced teammates.

Strong communication and problem-solving skills are essential, with availability to work evenings and weekends during peak tax season and a range of hours per week.