Seasonal Tax Associate: Learn Tax Prep & Client Services

H&R Block; Antioch (CA); On-site; USD 25,000 - 32,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate for an in-person role at a local tax office in California. You will meet with clients to gather information, prepare tax returns, and explain tax concepts while building client relationships.

No prior tax experience is required due to comprehensive training and day-one support. The position offers a competitive hourly rate with opportunities to increase earnings as tax knowledge grows, including evening/weekend shifts during peak periods.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment (Required)
• Experience interacting with customers or clients in a service-oriented environment (Required)
• Strong communication skills, including explaining information clearly and asking questions to understand needs (Required)
• Problem-solving skills, including organizing information and identifying solutions (Required)
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT (Required)
• High school diploma / GED / equivalent (Required)

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

Communication

Problem solving

Digital tools (Copilot, ChatGPT)

High school diploma / GED

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 for an in-person role at a local tax office in California. You will meet with clients to gather information, prepare tax returns, and explain tax concepts while building client relationships.

No prior tax experience is required due to comprehensive training and day-one support. The position offers a competitive hourly rate with opportunities to increase earnings as tax knowledge grows, including evening/weekend shifts during peak periods.