Seasonal Tax Pro: Client-Focused Returns & Savings

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

Benefits offered by this job

Competitive pay

Training and support

In-person team environment

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

Training is provided, and you will explain tax information clearly while identifying opportunities to save taxes and upsell relevant products and services. This role emphasizes client relationships and teamwork.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and problem-solving skills.

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.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem-solving

AI tools familiarity

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

Training is provided, and you will explain tax information clearly while identifying opportunities to save taxes and upsell relevant products and services. This role emphasizes client relationships and teamwork.