Seasonal Tax Associate — Training + Client-Focused, In-Person

H&R Block, Inc.; San Leandro (CA); On-site; USD 24,000 - 32,000; Part time

Benefits offered by this job

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is hiring a Seasonal Tax Associate for a local California office. You’ll meet with clients, gather tax information, and begin preparing returns with training provided.

You’ll learn to explain tax details clearly, identify savings opportunities, and recommend services while building strong client relationships. No prior tax experience is required; training supports you from day one, and the role is in-person at a local tax office with potential for higher earnings as you gain knowledge

Qualifications

• Successful completion of the HR Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and explaining information clearly.
• Proven problem-solving skills with ability to organize information and identify solutions.
• Comfort using digital tools and systems including AI-based tools.
• 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 teammates.
• Explain tax information clearly and provide recommendations clients can understand.
• 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.

Skills

Customer service

Communication

Problem solving

Tech tools Copilot/ChatGPT

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate for a local California office. You’ll meet with clients, gather tax information, and begin preparing returns with training provided.

You’ll learn to explain tax details clearly, identify savings opportunities, and recommend services while building strong client relationships. No prior tax experience is required; training supports you from day one, and the role is in-person at a local tax office with potential for higher earnings as you gain knowledge