Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

H&R Block in Oregon is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. No prior tax experience required, and you’ll earn a competitive hourly rate while building practical tax knowledge and client service skills.

This in-person role emphasizes clear explanations, identifying potential tax savings, and collaborating with a team to support office priorities.

Qualifications

• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Experience interacting with customers or clients in a service-oriented environment.
• 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

Excellent communication

Customer service experience

Problem solving

AI tools familiarity

Attention to detail

Education

High school diploma / GED/ equivalent

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

Tools

Copilot / ChatGPT familiarity

Job description

H&R Block in Oregon is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. No prior tax experience required, and you’ll earn a competitive hourly rate while building practical tax knowledge and client service skills.

This in-person role emphasizes clear explanations, identifying potential tax savings, and collaborating with a team to support office priorities.