Seasonal Tax Associate — Learn, Help Clients, Grow Earnings

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office in California. No prior tax experience required; you’ll receive training and support to gather client information, prepare tax returns, and answer questions while building client relationships.

You’ll meet with clients, identify tax-saving opportunities, and explain complex tax information in clear terms. Flexible hours during tax season are available.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1
• Experience interacting with customers in a service-oriented environment
• Strong communication, including explaining information clearly and asking questions
• Problem-solving with ability to organize information and identify solutions
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT
• High school diploma / GED or equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and advise on products and services
• Apply problem-solving skills to analyze client information and answer questions
• Build strong client relationships through teamwork and client-first service

Skills

Customer service experience

Strong communication

Problem-solving

Familiar with digital tools

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

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. No prior tax experience required; you’ll receive training and support to gather client information, prepare tax returns, and answer questions while building client relationships.

You’ll meet with clients, identify tax-saving opportunities, and explain complex tax information in clear terms. Flexible hours during tax season are available.