Seasonal Tax Associate: Training & Client Impact

H&R Block, Inc.; Tustin (CA); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate for in-person work at a local tax office in California.

You will meet with clients, gather information, and prepare complete tax returns with training and support from experienced teammates. Responsibilities include explaining tax information clearly, identifying savings opportunities, and addressing questions with available resources while building strong client relationships.

Qualifications

• Completion of HR Block Income Tax Course or equivalent
• Experience interacting with customers in a service environment
• Strong communication with ability to explain information clearly
• Problem-solving with organizing information and finding solutions
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT
• High school diploma 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 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
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Clear communication

Problem solving

Tech-savvy

Education

High school diploma

Bachelor’s degree in accounting/finance

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate for in-person work at a local tax office in California.

You will meet with clients, gather information, and prepare complete tax returns with training and support from experienced teammates. Responsibilities include explaining tax information clearly, identifying savings opportunities, and addressing questions with available resources while building strong client relationships.