Seasonal Tax Associate — Learn Tax & Build Clients

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate in California. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly and identify potential tax savings opportunities while building client relationships. The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Experience interacting with customers in a service environment.
• Good communication to explain information clearly and ask questions to understand needs.
• Strong problem-solving abilities and ability to organize information.

Responsibilities

• Meet with clients to gather information and understand tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and relevant products and services.
• Address questions and unique situations with guidance and resources.
• Support office priorities through teamwork and client-first approach.

Skills

Customer service experience

Strong communication

Problem solving

Digital tools

High school diploma

Education

Bachelor’s degree in accounting/finance

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate in California. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly and identify potential tax savings opportunities while building client relationships. The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows.