Seasonal Tax Prep & Client Services Associate

H&R Block, Inc.; Folsom (CA); On-site; USD 21,000 - 26,000; Full time

Job summary

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

No prior tax experience is required, and you can earn more as your knowledge grows. You will build client relationships, learn tax concepts, and use digital tools to support tax preparation.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service environment.
• Strong communication and problem-solving skills; ability to explain information clearly.

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 understandable terms.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to address questions or unique situations with guidance.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

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

No prior tax experience is required, and you can earn more as your knowledge grows. You will build client relationships, learn tax concepts, and use digital tools to support tax preparation.