Seasonal Tax Associate — Training & Client‑Focused Prep

H&R Block, Inc.; La Puente (CA); On-site; USD 23,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office in California. You’ll meet with clients, gather information, and prepare returns with training and support from experienced teammates.

No prior tax experience is required, and you’ll earn an hourly rate with opportunities to grow knowledge and earnings. Role is in-person with flexible weekend/evening hours during tax season; you’ll build client relationships and collaborate with the team to deliver quality service.

Qualifications

• 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

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 skills

Problem-solving

Digital tools familiarity

High school diploma

Education

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office in California. You’ll meet with clients, gather information, and prepare returns with training and support from experienced teammates.

No prior tax experience is required, and you’ll earn an hourly rate with opportunities to grow knowledge and earnings. Role is in-person with flexible weekend/evening hours during tax season; you’ll build client relationships and collaborate with the team to deliver quality service.