Seasonal Tax Associate: Training & Client Impact

H&R Block, Inc.; Walnut Creek (CA); On-site; USD 24,000 - 32,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate for an in-person role at a local tax office in California. No prior tax experience is required as comprehensive training and support are provided from day one.

You will meet with clients, gather information, and prepare tax returns while explaining tax details clearly and recommending solutions. The position offers an hourly rate with potential to increase earnings as tax knowledge grows.

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
• Problem‑solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI based tools
• 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
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem‑solving skills to analyze client information and address questions
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service experience

Strong communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate for an in-person role at a local tax office in California. No prior tax experience is required as comprehensive training and support are provided from day one.

You will meet with clients, gather information, and prepare tax returns while explaining tax details clearly and recommending solutions. The position offers an hourly rate with potential to increase earnings as tax knowledge grows.