Seasonal Tax Associate — Learn Tax Prep & Client Service

H&R Block; Bonita (CA); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

You will explain tax concepts clearly, identify savings opportunities, and help clients navigate questions with guidance and resources. You’ll build client relationships, support office priorities through teamwork, and earn a competitive hourly rate with opportunities to increase earnings as you

Qualifications

• Successful completion of basic tax coursework or prior customer-service experience is a plus.
• Comfort using digital tools and systems including AI-based tools.
• Strong communication and problem-solving abilities with clients.

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 with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Clear communication

Problem solving

Client needs assessment

Team collaboration

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

You will explain tax concepts clearly, identify savings opportunities, and help clients navigate questions with guidance and resources. You’ll build client relationships, support office priorities through teamwork, and earn a competitive hourly rate with opportunities to increase earnings as you