Seasonal Tax Pro: Learn, Help Clients, Earn & Grow

H&R Block; Daly City (CA); On-site; USD 23,000 - 32,000; Part time

Job summary

H&R Block in Daly City, CA seeks a Seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with guidance from experienced teammates. You will explain tax concepts clearly and offer recommendations to maximize savings while building strong client relationships.

The role is in-person at a local H&R Block tax office, with training and support provided. Hours vary seasonally, with opportunities to increase earnings as tax knowledge grows.

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 included 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

Copilot/ChatGPT

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Daly City, CA seeks a Seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with guidance from experienced teammates. You will explain tax concepts clearly and offer recommendations to maximize savings while building strong client relationships.

The role is in-person at a local H&R Block tax office, with training and support provided. Hours vary seasonally, with opportunities to increase earnings as tax knowledge grows.