Seasonal Tax Associate: Learn, Help Clients, Earn

H&R Block; Half Moon Bay (CA); On-site; USD 25,000 - 32,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in California. You’ll meet with clients, gather information, prepare returns with training from experienced teammates, and explain tax concepts clearly while spotting savings opportunities.

No prior tax experience required; you’ll receive day-one training and support. The role offers an hourly rate with potential for higher earnings during peak periods, and a client-first, team-focused environment.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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 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

Digital tools

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in California. You’ll meet with clients, gather information, prepare returns with training from experienced teammates, and explain tax concepts clearly while spotting savings opportunities.

No prior tax experience required; you’ll receive day-one training and support. The role offers an hourly rate with potential for higher earnings during peak periods, and a client-first, team-focused environment.