Seasonal Tax Associate — Learn, Serve Clients & Grow

H&R Block, Inc.; Crestline (CA); On-site; USD 22,000 - 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 coaching from experienced teammates.

You will explain tax information clearly, identify potential savings, and provide recommendations while building strong client relationships. This in-person role operates at a local H&R Block tax office and offers hourly pay with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Experience in a service-oriented environment is needed.
• Effective communication and explaining information clearly.

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
• Identify tax savings opportunities and recommend products and services
• Address questions or unique situations with guidance and resources
• Build strong client relationships and support office priorities through teamwork

Skills

Client service

Communication

Problem solving

Questioning needs

Digital tools (AI)

Education

High school diploma / GED

Bachelor’s degree (preferred)

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 coaching from experienced teammates.

You will explain tax information clearly, identify potential savings, and provide recommendations while building strong client relationships. This in-person role operates at a local H&R Block tax office and offers hourly pay with opportunities to increase earnings as tax knowledge grows.