Seasonal Tax Pro: Client Care & Returns Expert

H&R Block; San Francisco (CA); On-site; USD 23,000 - 32,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate in San Francisco to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; you’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge. This in-person role operates at a local H&R Block tax office during peak season.

Qualifications

• Successful completion of the HR Block Income Tax Course
• Experience interacting with customers in a service 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 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

Customer service experience

Clear communication

Problem-solving

AI tools familiarity (Copilot, ChatGPT

Client needs assessment

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

Tools

AI-based tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Associate in San Francisco to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; you’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge. This in-person role operates at a local H&R Block tax office during peak season.