Seasonal Tax Associate — Training & Client Focus

H&R Block; Simi Valley (CA); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local California tax office. You will meet with clients, collect information, and prepare returns with training from experienced teammates.

You’ll explain tax concepts, identify savings opportunities, and build lasting client relationships in a collaborative team environment. The role emphasizes strong communication, problem-solving, and comfort with digital tools, including AI-based assistance.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly.
• 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 or GED or 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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Education

High school diploma / GED / equivalent

H&R Block Income Tax Course

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

Tools

Copilot and ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local California tax office. You will meet with clients, collect information, and prepare returns with training from experienced teammates.

You’ll explain tax concepts, identify savings opportunities, and build lasting client relationships in a collaborative team environment. The role emphasizes strong communication, problem-solving, and comfort with digital tools, including AI-based assistance.