Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block; The Dalles (OR); On-site; USD 21,000 - 30,000; Part time

Job summary

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

Training and support are provided from day one as you build tax knowledge and client relationships. This role offers an hourly wage with opportunities to increase earnings as you gain experience and tax knowledge.

Qualifications

• 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.

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

Excellent communication

Problem solving

Digital literacy

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

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

Training and support are provided from day one as you build tax knowledge and client relationships. This role offers an hourly wage with opportunities to increase earnings as you gain experience and tax knowledge.