Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block, Inc.; Indio (CA); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate at a local tax office in California. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. No prior tax experience required; a strong client-service mindset and clear communication are essential.

You’ll work in-person, contribute to client relationships, and grow your tax knowledge with opportunities to increase earnings during peak periods.

Qualifications

• 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 an understandable way.
• 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 and a client-first approach.

Skills

Customer service

Strong communication

Problem solving

Digital tools

Client relations

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate at a local tax office in California. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. No prior tax experience required; a strong client-service mindset and clear communication are essential.

You’ll work in-person, contribute to client relationships, and grow your tax knowledge with opportunities to increase earnings during peak periods.