Seasonal Tax Pro: Client-Focused Prep & Guidance

H&R Block; Blue Jay (CA); On-site; USD 22,000 - 28,000; Part time

Benefits offered by this job

Competitive hourly rate

Training and support from day one

In-person at local tax office

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare returns with support from experienced teammates. No prior tax experience required as training starts day one and ongoing coaching helps you build client service skills.

This in-person role at a local H&R Block tax office offers a competitive hourly rate, with earnings potential increasing as you gain tax knowledge and contributions to the team rise.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and asking questions to understand needs.
• Problem-solving, including organizing information and finding solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or equivalent.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Clear communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred)

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare returns with support from experienced teammates. No prior tax experience required as training starts day one and ongoing coaching helps you build client service skills.

This in-person role at a local H&R Block tax office offers a competitive hourly rate, with earnings potential increasing as you gain tax knowledge and contributions to the team rise.