Seasonal Tax Associate - Train, Earn, and Help Clients

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

Job summary

H&R Block is hiring a seasonal Tax Associate in California to help clients complete tax returns and answer questions. You'll work in-person at a local tax office, receiving training and support from day one while building strong client relationships.

Meet with clients, gather information, prepare returns, and explain tax insights. You’ll identify potential tax savings, discuss products and services, and grow your knowledge during peak season.

Qualifications

• Successful 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 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

Communication skills

Problem-solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate in California to help clients complete tax returns and answer questions. You'll work in-person at a local tax office, receiving training and support from day one while building strong client relationships.

Meet with clients, gather information, prepare returns, and explain tax insights. You’ll identify potential tax savings, discuss products and services, and grow your knowledge during peak season.