Seasonal Tax Associate — Training, Client-Focused Role

H&R Block, Inc.; Lathrop (CA); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify potential savings, and recommend relevant products while building strong client relationships. Training and support are provided to develop tax knowledge.

Qualifications

• Completed the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to explain information clearly.

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.

Skills

Customer service experience

Strong communication

Problem solving

AI tools like Copilot/ChatGPT

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify potential savings, and recommend relevant products while building strong client relationships. Training and support are provided to develop tax knowledge.