Seasonal Tax Associate: Training & Client-Focused Prep

H&R Block; Fullerton (CA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block in Fullerton, CA, is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support. This in-person role emphasizes clear communication, client service, and building relationships during tax season.

You will learn to identify tax savings opportunities, explain tax concepts, and work with experienced teammates to deliver accurate returns and strong client satisfaction.

Qualifications

• Experience in customer-facing role or service environment
• Strong communication and ability to explain tax concepts clearly
• Problem-solving skills and ability to organize information
• Comfort using digital tools and systems including AI-based tools
• High school diploma or equivalent required
• Bachelor’s degree in accounting/finance is a plus

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide client-friendly recommendations
• Identify tax savings opportunities and recommend relevant products/services
• Analyze client information and address questions with guidance
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem solving

Digital tools (Copilot, ChatGPT)

Questioning skills

Education

High school diploma / GED/ equivalent

Bachelor’s degree (preferred) in accounting/finance

Tools

AI tools like Copilot and ChatGPT

Job description

H&R Block in Fullerton, CA, is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support. This in-person role emphasizes clear communication, client service, and building relationships during tax season.

You will learn to identify tax savings opportunities, explain tax concepts, and work with experienced teammates to deliver accurate returns and strong client satisfaction.