Seasonal Tax Associate: Learn, Serve Clients, Grow

H&R Block, Inc.; Santa Fe (NM); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to begin a career in tax and client services. You’ll work directly with clients to gather information, prepare tax returns, and answer questions in an in-person office setting.

Training and support are provided from day one, with an hourly rate that increases as tax knowledge grows. The role offers flexible hours during tax season, with opportunities to work evenings and weekends as needed.

Qualifications

• Completion of the H&R 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 service

Communication

Problem solving

Teamwork

Digital tools

Education

High School Diploma

Bachelor’s degree

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to begin a career in tax and client services. You’ll work directly with clients to gather information, prepare tax returns, and answer questions in an in-person office setting.

Training and support are provided from day one, with an hourly rate that increases as tax knowledge grows. The role offers flexible hours during tax season, with opportunities to work evenings and weekends as needed.