Seasonal Tax Associate — Learn & Earn in Person

H&R Block, Inc.; San Rafael (CA); On-site; USD 23,000 - 32,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Support for life–wellbeing and work/l​

Job summary

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

Training is provided from day one, and you will learn to explain tax information clearly while identifying opportunities for tax savings and offering related products and services. Strong communication and problem-solving skills are required, along with experience in customer

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication skills, including explaining information clearly
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools 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 that 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 client-focused approach

Skills

Customer interaction

Communication

Problem solving

AI tools (Copilot & ChatGPT)

Teamwork

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

AI tools (Copilot & ChatGPT)

Job description

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

Training is provided from day one, and you will learn to explain tax information clearly while identifying opportunities for tax savings and offering related products and services. Strong communication and problem-solving skills are required, along with experience in customer