Seasonal Tax Pro — Help Clients, Learn & Grow

H&R Block, Inc.

Suisun City (CA)

On-site

USD 25,000 - 33,000

Full time

14 days+

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Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in California. You will meet with clients to gather information, prepare tax returns with training, and answer questions while building client relationships.

No prior tax experience is required for this role, as training is provided. Earn an hourly rate with opportunities to increase earnings as tax knowledge grows. Availability includes evenings and weekends during tax season.

Qualifications

  • Experience in a service-oriented environment and strong client interaction skills.
  • Clear: effective verbal and written communication to explain information.
  • Proven problem-solving abilities with the ability to organize information and determine solutions.
  • Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

Responsibilities

  • Meet with clients to gather information and understand their tax situation.
  • Prepare complete and accurate tax returns with training and support from teammates.
  • Explain tax information clearly and provide recommendations clients can understand.
  • Identify tax savings opportunities and relevant products and services.
  • Address questions or unique situations with guidance and available resources.
  • Build strong client relationships and support office priorities through teamwork.

Skills

Customer service
Communication
Problem-solving
AI tools familiar

Education

High school diploma / GED
Bachelor's degree (preferred)

Tools

Copilot
ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in California. You will meet with clients to gather information, prepare tax returns with training, and answer questions while building client relationships.

No prior tax experience is required for this role, as training is provided. Earn an hourly rate with opportunities to increase earnings as tax knowledge grows. Availability includes evenings and weekends during tax season.

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