Seasonal Tax Associate: Learn Tax, Help Clients

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

Job summary

H&R Block is seeking a seasonal Tax Associate for an in-person role at a local tax office in California. You will meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates, while explaining tax details and offering clear recommendations.

You will identify tax saving opportunities and build strong client relationships through teamwork and a client-first approach, with availability for peak periods including evenings and weekends during

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 including 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.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Communication skills

Problem solving

Digital tool familiarity

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 for an in-person role at a local tax office in California. You will meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates, while explaining tax details and offering clear recommendations.

You will identify tax saving opportunities and build strong client relationships through teamwork and a client-first approach, with availability for peak periods including evenings and weekends during