Seasonal Tax Pro: Client-Focused & Training-Driven

H&R Block; Beaumont (CA); Vor Ort; USD 22.000 - 27.000; Teilzeit

Zusammenfassung

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with training and support. You’ll explain tax details clearly, identify savings opportunities, and build strong client relationships in a local, in-person office.

No prior tax experience is required; you’ll earn a competitive hourly rate and grow your tax knowledge as you work with clients and teammates.

Qualifikationen

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

Aufgaben

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

Kenntnisse

Customer service experience

Strong communication

Explain information clearly

Problem-solving

Questioning to understand needs

Teamwork

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with training and support. You’ll explain tax details clearly, identify savings opportunities, and build strong client relationships in a local, in-person office.

No prior tax experience is required; you’ll earn a competitive hourly rate and grow your tax knowledge as you work with clients and teammates.