Seasonal Tax Pro — Learn, Earn & Help Clients

H&R Block; Pleasant Hill (CA); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block in Pleasant Hill, CA is hiring a seasonal Tax Associate to work in-person at a local office. You'll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates, earning a competitive hourly rate.

You don't need prior tax experience—the training provided will help you explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork.

Qualifications

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

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 with guidance and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Pleasant Hill, CA is hiring a seasonal Tax Associate to work in-person at a local office. You'll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates, earning a competitive hourly rate.

You don't need prior tax experience—the training provided will help you explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork.