Seasonal Tax Associate: Client-Focused Prep

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

Job summary

H&R Block is seeking a seasonal Tax Associate to work in Oregon. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax concepts clearly and identify savings opportunities to help clients maximize refunds. You’ll work in person at a local H&R Block tax office, building strong client relationships and contributing to office priorities through teamwork and a client-first approach.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills and ability to identify solutions.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

AI tools familiarity

Attention to detail

Education

High school diploma

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in Oregon. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax concepts clearly and identify savings opportunities to help clients maximize refunds. You’ll work in person at a local H&R Block tax office, building strong client relationships and contributing to office priorities through teamwork and a client-first approach.