Seasonal Tax Associate: Learn Tax Prep & Client Care

H&R Block, Inc.; Laguna Woods (CA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in a local tax office. You’ll meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships.

No prior tax experience required. The role emphasizes strong communication, customer service, problem-solving, and comfort using digital tools. Part-time schedule available (15–35 hours/week, up to 40 during peak periods) and is in-person. Competitive hourly pay.

Qualifications

• Must have customer service experience and strong communication skills.
• Ability to analyze information and identify solutions with guidance.
• Comfort with digital tools and AI-based assistants.

Responsibilities

• Meet with clients to gather information and understand tax situations.
• Prepare tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and advise on products/services.
• Collaborate with team to support office priorities.

Skills

Strong communication

Customer service

Problem solving

AI tools literacy

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot/ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in a local tax office. You’ll meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships.

No prior tax experience required. The role emphasizes strong communication, customer service, problem-solving, and comfort using digital tools. Part-time schedule available (15–35 hours/week, up to 40 during peak periods) and is in-person. Competitive hourly pay.