Seasonal Tax Associate: Learn, Prep, Advise Clients

H&R Block, Inc.; Cupertino (CA); On-site; USD 20,000 - 26,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guided training. The role is in-person at a local H&R Block tax office and emphasizes client service, clear explanations, and identifying potential tax savings opportunities.

Training and day-one support are provided to help you develop tax knowledge and relationships. Successful candidates will have a high school diploma or equivalent and experience in customer service.

Qualifications

• Strong communication skills and ability to explain information clearly.
• Experience interacting with customers in a service-minded environment.
• Problem-solving skills and ability to organize information to identify solutions.
• Comfort using digital tools and systems including AI-based helpers.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training from teammates.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication

Customer service

Problem solving

Questioning to understand needs

Digital tools familiarity

Education

HS diploma / GED

Income Tax Course (HR Block)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guided training. The role is in-person at a local H&R Block tax office and emphasizes client service, clear explanations, and identifying potential tax savings opportunities.

Training and day-one support are provided to help you develop tax knowledge and relationships. Successful candidates will have a high school diploma or equivalent and experience in customer service.