Seasonal Tax Associate — Client-Focused, Training-Driven

H&R Block, Inc.; Stayton (OR); On-site; USD 22,000 - 39,000; Full time

Job summary

H&R Block in Stayton, Oregon is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with training and support, and answer questions while building valuable client relationships.

An hourly rate is offered with opportunities to grow as you learn tax knowledge. No prior tax experience is required; you will receive training from day one and work with experienced teammates.

Qualifications

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

Problem solving

Attention to detail

Adaptability

Teamwork

Education

High school diploma or GED

Bachelor's degree

Tools

Copilot

ChatGPT

Job description

H&R Block in Stayton, Oregon is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare tax returns with training and support, and answer questions while building valuable client relationships.

An hourly rate is offered with opportunities to grow as you learn tax knowledge. No prior tax experience is required; you will receive training from day one and work with experienced teammates.