Seasonal Tax Associate - In-Office Training & Growth

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

Job summary

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

Training and ongoing support will help you build confidence and client relationships. A competitive hourly rate applies as you gain tax knowledge and grow in the role, with evenings and weekends possible during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training is not required but helpful.
• Experience interacting with customers 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 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

Communication

Customer service

Problem solving

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Job description

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

Training and ongoing support will help you build confidence and client relationships. A competitive hourly rate applies as you gain tax knowledge and grow in the role, with evenings and weekends possible during tax season.