Seasonal Tax Associate — Learn, Assist Clients, Earn

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

Life balance support

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with training from experienced teammates. You’ll explain tax information clearly and identify savings opportunities while building strong client relationships. This in-person role offers hourly pay and growth as tax knowledge increases.

The position is based in a local H&R Block tax office, with training and support from day one to help you succeed in tax and client services.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 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 and a client-first approach

Skills

Communication

Customer service

Problem solving

Explain information clearly

Teamwork

Digital tools (AI)

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with training from experienced teammates. You’ll explain tax information clearly and identify savings opportunities while building strong client relationships. This in-person role offers hourly pay and growth as tax knowledge increases.

The position is based in a local H&R Block tax office, with training and support from day one to help you succeed in tax and client services.