Tax Associate

H&R Block, Inc.; Norco (CA); Presencial; USD 22 000 - 28 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

Medical and prescription drug coverage

401(k) Plan (Retirement Savings)

Employee Assistance Program

Fitness center programs (virtual)

Associate discount program

Business Travel Accident Insurance

Resumo da oferta

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with instruction from experienced teammates.

The role emphasizes clear explanations, identifying savings opportunities, and building lasting client relationships. You will use digital tools, including AI-based assistants like Copilot and ChatGPT, to enhance accuracy and efficiency, with training and support from day one.

Qualificações

• High school diploma or equivalent required.
• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to explain information clearly.
• Able to use AI-based tools like Copilot and ChatGPT.
• Bachelor’s degree preferred in accounting/finance or related field.

Responsabilidades

• 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
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to address questions or unique tax situations with guidance
• Build strong client relationships and support office priorities through teamwork

Conhecimentos

Service-oriented

Strong communication

Problem solving

AI tools familiarity

Customer service experience

Formação académica

High school diploma / GED / equivalent

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

Ferramentas

Copilot

ChatGPT

Descrição da oferta de emprego

About the Role

As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You’ll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.

• 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

Required 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 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

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
• Experience asking questions and recommending solutions based on customer needs
• Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
• Availability to work evenings and weekends during tax season

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
• can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program
• are automatically enrolled in Business Travel Accident Insurance
• and receive Associate Tax Prep benefit

Pay Range

$15.90 - $19.70/Hr.

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