Seasonal Tax Associate: Learn Tax Prep & Client Care

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax details clearly and identify savings opportunities while building strong client relationships.

This in-person role offers training, support from day one, and a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge. Availability includes peak periods and evenings/weekends.

Qualifications

• Requires successful completion of the H&R Block Income Tax Course (or enrollment).
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and client-first approach.

Skills

Strong communication

Problem-solving

Customer service experience

Comfort with AI tools

Attention to details

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 to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax details clearly and identify savings opportunities while building strong client relationships.

This in-person role offers training, support from day one, and a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge. Availability includes peak periods and evenings/weekends.