Seasonal Tax Associate: Learn, Help Clients & Grow

H&R Block, Inc.; Silverton (OR); On-site; USD 25,000 - 36,000; Part time

Benefits offered by this job

Competitive hourly rate

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office in Oregon. No prior tax experience is required as training and support are provided from day one.

You will meet with clients, gather information, and prepare tax returns while explaining information clearly and building strong client relationships. Responsibilities include identifying tax savings opportunities, recommending products, and applying problem-solving skills with guidance.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and ability to explain information clearly.
• Strong problem-solving and organizing information.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or 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.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Questioning & listening

Education

H&R Block Income Tax Course

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office in Oregon. No prior tax experience is required as training and support are provided from day one.

You will meet with clients, gather information, and prepare tax returns while explaining information clearly and building strong client relationships. Responsibilities include identifying tax savings opportunities, recommending products, and applying problem-solving skills with guidance.