Seasonal Tax Pro: Learn, Prep & Advise Clients

H&R Block; Irvine (CA); On-site; USD 23,000 - 29,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate in Irvine. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one, and you’ll build client relationships while explaining tax information clearly.

The role emphasizes teamwork, a client-first approach, and opportunities to grow knowledge and earnings during tax season. In-person position with competitive hourly pay.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.
• High school diploma or 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 with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Familiar with AI tools

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate in Irvine. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one, and you’ll build client relationships while explaining tax information clearly.

The role emphasizes teamwork, a client-first approach, and opportunities to grow knowledge and earnings during tax season. In-person position with competitive hourly pay.