Seasonal Tax Associate: Train, Prep & Advise Clients

H&R Block; Hollister (CA); Vor Ort; USD 25.000 - 32.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Benefits

401(k) plan

Zusammenfassung

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

The role focuses on clear explanations, identifying tax savings opportunities, and building strong client relationships. No prior tax experience is required; you will earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Communication

Problem solving

Customer service

Digital tools

Ausbildung

High school diploma / GED / equivalent

Tools

Copilot

ChatGPT

Jobbeschreibung

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

The role focuses on clear explanations, identifying tax savings opportunities, and building strong client relationships. No prior tax experience is required; you will earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge.