Seasonal Tax Associate - Build Skills, Help Clients

H&R Block; Hillsboro (OR); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in the Portland area is seeking a Seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers hands-on client service during tax season.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office priorities.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training
• 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 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 experience

Strong communication

Problem solving

Digital tools familiarity (Copilot &/o

Education

High school diploma / GED

Tools

Copilot & ChatGPT familiarity

Job description

H&R Block in the Portland area is seeking a Seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers hands-on client service during tax season.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office priorities.