Seasonal Tax Prep Specialist — Flexible Hours & Training

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

Job summary

H&R Block is seeking a seasonal Tax Associate to assist clients with tax preparation and related services at a local tax office. No prior tax experience is required but training is provided. You will meet with clients, gather information, and prepare tax returns while explaining steps and offering recommendations.

The role emphasizes strong communication, problem-solving, and a client-first approach, with opportunities to grow earnings during peak periods and tax season.

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 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.

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree (accounting/finance)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to assist clients with tax preparation and related services at a local tax office. No prior tax experience is required but training is provided. You will meet with clients, gather information, and prepare tax returns while explaining steps and offering recommendations.

The role emphasizes strong communication, problem-solving, and a client-first approach, with opportunities to grow earnings during peak periods and tax season.