Seasonal Tax Prep Associate — Client-Focused, In-Person

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our in-person tax office.

You will meet with clients, gather information, and prepare tax returns with training from teammates, while explaining tax information clearly and offering recommendations to optimize tax outcomes. The role emphasizes building client relationships, collaborating with the team, and maintaining a client-first approach during tax season and beyond.

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 and asking questions to understand needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT
• 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 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 and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Strong communication skills

Experience interacting with customers

Problem-solving skills

Comfort using AI tools (Copilot & Chat

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

AI tools like Copilot and ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our in-person tax office.

You will meet with clients, gather information, and prepare tax returns with training from teammates, while explaining tax information clearly and offering recommendations to optimize tax outcomes. The role emphasizes building client relationships, collaborating with the team, and maintaining a client-first approach during tax season and beyond.