Seasonal Tax Associate - Training & Growth

H&R Block; Yucaipa (CA); On-site; USD 22,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join our local tax office. You will meet with clients to collect information, prepare tax returns with guidance from experienced teammates, and clearly explain tax information and recommendations to clients.

Training supports you from day one, with opportunities to grow tax knowledge and earnings during peak periods. This in-person role emphasizes building client relationships, applying problem-solving to client data, and supporting office

Qualifications

• Experience in a service-oriented environment.
• Strong communication and questions to understand needs.
• Problem-solving and organizing information.
• Comfort with digital tools and systems.
• 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 relevant products/services.
• Collaborate with teammates to address questions and unique situations.

Skills

Customer service

Communication

Problem solving

Ask questions to understand needs

Teamwork

Education

High school diploma/GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join our local tax office. You will meet with clients to collect information, prepare tax returns with guidance from experienced teammates, and clearly explain tax information and recommendations to clients.

Training supports you from day one, with opportunities to grow tax knowledge and earnings during peak periods. This in-person role emphasizes building client relationships, applying problem-solving to client data, and supporting office