Seasonal Tax Associate — Learn & Earn with Client Impact

H&R Block, Inc.; La Verne (CA); On-site; USD 22,000 - 29,000; Full time

Job summary

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

Training is provided from day one, and you’ll learn to explain tax information clearly and identify savings opportunities. This role emphasizes strong client relationships and teamwork, with hours that may include evenings and weekends during peak periods.

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 including 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

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

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

Training is provided from day one, and you’ll learn to explain tax information clearly and identify savings opportunities. This role emphasizes strong client relationships and teamwork, with hours that may include evenings and weekends during peak periods.