Seasonal Tax Associate: Client-Focused with Training

H&R Block; Roseburg (OR); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block is hiring a Seasonal Tax Associate to work in person at a local tax office in Oregon. No prior tax experience is required; training and ongoing support are provided as you learn to gather client information, prepare tax returns, and answer questions while building strong client relationships.

You will meet with clients, prepare accurate tax returns with guidance, and identify potential tax savings opportunities.

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

AI tools familiarity

High school diploma

Education

High school diploma/GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate to work in person at a local tax office in Oregon. No prior tax experience is required; training and ongoing support are provided as you learn to gather client information, prepare tax returns, and answer questions while building strong client relationships.

You will meet with clients, prepare accurate tax returns with guidance, and identify potential tax savings opportunities.