Seasonal Tax Pro — Client-Focused, Training-Driven

H&R Block, Inc.; Lakeside (CA); On-site; USD 21,000 - 26,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, prepare returns, and explain tax concepts with training from day one.

No prior tax experience is required; you’ll learn on the job with support from teammates and access to AI tools, building strong client relationships and knowledge. This is an in-person position at a local H&R Block office, eligible for hourly pay within the stated range.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and problem-solving abilities.
• Comfort using AI tools and digital systems.
• High school diploma or 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 actionable recommendations.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to address client questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools / AI

Time management

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance or related field

Tools

Copilot / ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, prepare returns, and explain tax concepts with training from day one.

No prior tax experience is required; you’ll learn on the job with support from teammates and access to AI tools, building strong client relationships and knowledge. This is an in-person position at a local H&R Block office, eligible for hourly pay within the stated range.