Seasonal Tax Associate: Training & Client Impact

H&R Block; Pleasanton (CA); On-site; USD 23,000 - 33,000; Part time

Job summary

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guided training. You’ll explain tax details clearly and identify savings opportunities, while building client relationships in a local office.

No prior tax experience is required as training is provided; you’ll earn an hourly rate with opportunities to increase earnings as you grow in tax knowledge and skill.

Qualifications

• Experience interacting with customers in a service environment.
• Clear and effective communication with clients.
• Strong problem-solving and information-organizing abilities.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

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 relevant products/services.
• Analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Communication skills

Problem solving

Tech literacy (AI tools)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guided training. You’ll explain tax details clearly and identify savings opportunities, while building client relationships in a local office.

No prior tax experience is required as training is provided; you’ll earn an hourly rate with opportunities to increase earnings as you grow in tax knowledge and skill.