Seasonal Tax Associate — Client-Focused Return Prep

H&R Block, Inc.; Santa Rosa (NM); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block Albuquerque NM is seeking a seasonal Tax Associate to begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This role is in-person at a local H&R Block tax office. Meet with clients to gather information, prepare complete tax returns with guidance, explain tax

Qualifications

• Completion of HR Block Income Tax Course 1.
• 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, collaboration, and a client-first approach.

Skills

Customer interaction

Communication

Problem-solving

Digital tools familiarity

Education

High school diploma / GED

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block Albuquerque NM is seeking a seasonal Tax Associate to begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This role is in-person at a local H&R Block tax office. Meet with clients to gather information, prepare complete tax returns with guidance, explain tax