Seasonal Tax Associate — Training & Client Service

H&R Block; Mountain View (CA); On-site; USD 25,000 - 32,000; Part time

Job summary

H&R Block in California is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and explain tax details while learning on the job. Training and ongoing support help you grow client relationships and stay compliant with tax requirements.

The role emphasizes service, teamwork, and a client-first approach, with opportunities to increase earnings as knowledge grows and peak periods fluctuate.

Qualifications

• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Experience interacting with customers in a service 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 tools like Copilot and ChatGPT.
• High school diploma / GED 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 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

Communication skills

Customer interaction

Problem-solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in California is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and explain tax details while learning on the job. Training and ongoing support help you grow client relationships and stay compliant with tax requirements.

The role emphasizes service, teamwork, and a client-first approach, with opportunities to increase earnings as knowledge grows and peak periods fluctuate.