Seasonal Tax Associate: Learn & Grow with Clients

H&R Block, Inc.; San Ramon (CA); Vor Ort; USD 23.000 - 33.000; Teilzeit

Zusammenfassung

H&R Block in California 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 training from day one.

No prior tax experience is required; you’ll earn a competitive hourly rate and have opportunities to grow as you gain tax knowledge. Availability during peak periods may include evenings/weekends.

Qualifikationen

• Completed the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving in organizing information and finding solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or equivalent.

Aufgaben

• Meet with clients to gather information and understand 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.

Kenntnisse

Customer service

Communication

Problem solving

Digital tools

AI tools

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block in California 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 training from day one.

No prior tax experience is required; you’ll earn a competitive hourly rate and have opportunities to grow as you gain tax knowledge. Availability during peak periods may include evenings/weekends.