Seasonal Tax Associate — Training & Client Care

H&R Block; Lafayette (CA); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services, with training from day one. You will work directly with clients to gather information, prepare returns, and answer questions while building valuable skills and strong client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly rate and opportunities to increase earnings as you build tax knowledge and grow in the role.

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.

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

AI tools familiarity

Education

High school diploma / GED

Tools

AI Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services, with training from day one. You will work directly with clients to gather information, prepare returns, and answer questions while building valuable skills and strong client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly rate and opportunities to increase earnings as you build tax knowledge and grow in the role.