Seasonal Tax Associate: Train, Serve Clients, Grow

H&R Block; Keizer (OR); Presencial; USD 21.000 - 34.000; Jornada completa

Descripción de la vacante

H&R Block in Oregon offers a seasonal Tax Associate role focused on client conversations, information gathering, and preparing tax returns with hands-on training from seasoned teammates.

You will explain tax information clearly, identify savings opportunities, and leverage available resources to assist clients during tax season. This in-person position emphasizes client relationships and collaborative teamwork within a local tax office.

Formación

• Successful completion of the H&R Block Income Tax Course or equivalent
• 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

Responsabilidades

• 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

Descripción del empleo

H&R Block in Oregon offers a seasonal Tax Associate role focused on client conversations, information gathering, and preparing tax returns with hands-on training from seasoned teammates.

You will explain tax information clearly, identify savings opportunities, and leverage available resources to assist clients during tax season. This in-person position emphasizes client relationships and collaborative teamwork within a local tax office.