Seasonal Tax Associate — Client-Focused Training

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

Job summary

H&R Block is hiring a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions with day-one training and support. This in-person role offers opportunities to grow tax knowledge and build client relationships.

You will meet with clients, prepare complete returns, explain tax information clearly, identify savings opportunities, and work with teammates to deliver service with a client-first mindset during peak tax season.

Qualifications

• Completion of H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication skills and ability to explain information clearly

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 to clients
• Identify tax savings opportunities and recommend related products and services
• Apply problem-solving to analyze client information and address questions with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service experience

Communication skills

Problem-solving

Digital tools familiarity

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions with day-one training and support. This in-person role offers opportunities to grow tax knowledge and build client relationships.

You will meet with clients, prepare complete returns, explain tax information clearly, identify savings opportunities, and work with teammates to deliver service with a client-first mindset during peak tax season.