Seasonal Tax Associate: Client Services & Prep

H&R Block, Inc.; Canby (OR); On-site; USD 2,893,000 - 3,857,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll learn on the job and build client relationships while earning an hourly rate that can grow with tax knowledge. The role emphasizes strong communication, problem-solving, and the ability to explain tax details clearly.

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 experience

Strong communication skills

Problem-solving skills

Digital tools (AI Copilot, ChatGPT)

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll learn on the job and build client relationships while earning an hourly rate that can grow with tax knowledge. The role emphasizes strong communication, problem-solving, and the ability to explain tax details clearly.