Seasonal Tax Associate — Learn Tax Prep & Client Service

H&R Block; Menlo Park (CA); On-site; USD 24,000 - 32,000; Part time

Job summary

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will clearly explain tax information and identify savings opportunities while building strong client relationships in a local office.

With competitive hourly pay and opportunities to increase earnings as tax knowledge grows, this in-person role offers hands-on client service experience and exposure to a busy tax

Qualifications

• 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.

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

Skills

Customer service experience

Strong communication skills

Problem-solving

AI tools (Copilot)

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will clearly explain tax information and identify savings opportunities while building strong client relationships in a local office.

With competitive hourly pay and opportunities to increase earnings as tax knowledge grows, this in-person role offers hands-on client service experience and exposure to a busy tax