Seasonal Tax Pro: Client-Facing, Training Included

H&R Block, Inc.; Fairway Park (CA); On-site; USD 18,000 - 22,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office. No prior tax experience is required and training is provided from day one. You will meet clients, gather information, and prepare tax returns with support from experienced teammates.

Responsibilities include explaining tax information, identifying savings opportunities, and delivering exceptional client service while collaborating with the office team during peak periods.

Qualifications

• 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.

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 to clients.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools (Copilot/ChatGPT)

Education

High school diploma

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office. No prior tax experience is required and training is provided from day one. You will meet clients, gather information, and prepare tax returns with support from experienced teammates.

Responsibilities include explaining tax information, identifying savings opportunities, and delivering exceptional client service while collaborating with the office team during peak periods.