Seasonal Tax Associate — Learn & Earn In-Office

H&R Block, Inc.; Yucca Valley (CA); On-site; USD 22,000 - 27,000; Part time

Benefits offered by this job

Medical and prescription drug coverage

401(k) Retirement Savings Plan

Employee Assistance Program

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate in California to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes clear client communication and identifying potential tax savings while using AI tools to assist tasks. No prior tax experience is required; training starts on day one, and you will build client relationships through teamwork and a client-first approach.

Qualifications

• 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 including AI-based tools like Copilot and 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 with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Digital tools (AI assistants)

Education

High school diploma / GED

Bachelor’s degree in accounting or finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate in California to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes clear client communication and identifying potential tax savings while using AI tools to assist tasks. No prior tax experience is required; training starts on day one, and you will build client relationships through teamwork and a client-first approach.