Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block; Cottage Grove (OR); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate in Oregon to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and address client questions with guidance, while building strong client relationships and supporting office priorities through teamwork and a client-first approach.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and ability to explain information clearly.
• Problem-solving and organizing information to identify solutions.
• Comfort using digital tools including Copilot and ChatGPT.
• High school diploma / GED 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Clear communication

Problem solving

Familiar with AI tools

High school diploma

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate in Oregon to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and address client questions with guidance, while building strong client relationships and supporting office priorities through teamwork and a client-first approach.