Seasonal Tax Associate — Learn & Earn with Clients

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

Benefits offered by this job

Medical coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, prepare tax returns, and answer questions with training and support from day one. This in-person role at a local H&R Block tax office offers a competitive hourly rate and opportunities to increase earnings as you gain tax knowledge.

You will work with clients to gather information, prepare returns, explain tax concepts, and identify potential savings while building strong relationships within the team

Qualifications

• Experience in a service environment handling client questions
• Clear communication and ability to explain tax concepts simply
• Willingness to learn and use AI-assisted tools

Responsibilities

• Meet with clients to collect tax information
• Prepare tax returns with training and support
• Explain tax details clearly and offer recommendations
• Identify tax savings opportunities and related services
• Address client questions using available resources
• Build client relationships and support office priorities

Skills

Customer service experience

Strong communication

AI tools familiarity

Detail-oriented

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, prepare tax returns, and answer questions with training and support from day one. This in-person role at a local H&R Block tax office offers a competitive hourly rate and opportunities to increase earnings as you gain tax knowledge.

You will work with clients to gather information, prepare returns, explain tax concepts, and identify potential savings while building strong relationships within the team