Seasonal Tax Associate — Training, Flexible Hours

H&R Block, Inc.; La Mirada (CA); On-site; USD 22,000 - 28,000; Full time

Job summary

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

You will explain tax information clearly and offer recommendations while identifying savings opportunities and maintaining strong client relationships. No prior tax experience is required; a high school diploma is needed.

Qualifications

• Experience interacting with customers in a service environment.
• Strong communication, including explaining information clearly and asking questions.
• Problem-solving, including organizing information and identifying solutions.
• Comfort using digital tools including 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.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommend products/services.
• Address questions or unique situations with guidance and resources.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service experience

Clear communication

Problem solving

Client needs understanding

Availability evenings/weekends

Education

High school diploma / GED/ equivalent

Bachelor’s degree (preferred) in accounting/finance

Tools

AI tools (Copilot, ChatGPT)

Job description

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

You will explain tax information clearly and offer recommendations while identifying savings opportunities and maintaining strong client relationships. No prior tax experience is required; a high school diploma is needed.