Seasonal Tax Associate: Learn, Help Clients & Grow

H&R Block, Inc.; Beaumont (CA); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Associate to join a local tax office in person. No prior tax experience is required, as training and support are provided from day one.

You will meet with clients, collect information, and prepare tax returns while explaining tax details clearly and offering relevant recommendations. The role emphasizes building client relationships, problem-solving, and teamwork in a busy tax season environment.

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 included 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

H&R Block Income Tax Course

Customer service experience

Strong communication

Problem solving

AI tools familiarity

High school diploma

Education

Bachelor’s degree in accounting or finance

Job description

H&R Block is hiring a Seasonal Tax Associate to join a local tax office in person. No prior tax experience is required, as training and support are provided from day one.

You will meet with clients, collect information, and prepare tax returns while explaining tax details clearly and offering relevant recommendations. The role emphasizes building client relationships, problem-solving, and teamwork in a busy tax season environment.