Seasonal Tax Associate — Client‑Focused Tax Prep & Training

H&R Block, Inc.; Ontario (OR); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to begin a career in tax and client services with training from day one. You'll meet with clients, gather information, and prepare tax returns under guidance, while building trusted relationships in your local tax office.

No prior tax experience is required. The role offers an hourly rate with opportunities to increase earnings as you learn, plus support from experienced teammates during peak tax season, including evenings and weekends.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• 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

Communication skills

Problem solving

Digital tools familiarity

AI tools use

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to begin a career in tax and client services with training from day one. You'll meet with clients, gather information, and prepare tax returns under guidance, while building trusted relationships in your local tax office.

No prior tax experience is required. The role offers an hourly rate with opportunities to increase earnings as you learn, plus support from experienced teammates during peak tax season, including evenings and weekends.