Seasonal Tax Associate: Learn & Help Clients

H&R Block, Inc.; Corona (CA); On-site; USD 22,000 - 26,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a local tax office. You will meet with clients, gather information, and prepare tax returns with comprehensive training and support from seasoned teammates.

No prior tax experience is required; you will earn an hourly rate with opportunities to grow as you build tax knowledge and client relationships during the tax season.

Qualifications

• 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 skills

Problem solving

AI tools

Digital literacy

Education

High school diploma

Bachelor's degree in accounting

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a local tax office. You will meet with clients, gather information, and prepare tax returns with comprehensive training and support from seasoned teammates.

No prior tax experience is required; you will earn an hourly rate with opportunities to grow as you build tax knowledge and client relationships during the tax season.