Seasonal Tax Associate: Learn Tax & Build Client Relationships

H&R Block, Inc.; Deming (NM); On-site; USD 25,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local office. You will meet with clients to gather information, prepare tax returns, and explain tax implications with guidance from experienced teammates.

No prior tax experience is required as training is provided. Responsibilities include identifying savings opportunities and delivering clear recommendations while building strong client relationships through teamwork and a client-first approach.

Qualifications

• Enrollment in or completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions.
• 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

Communication

Problem-solving

Digital tools including AI tools

Customer interaction

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local office. You will meet with clients to gather information, prepare tax returns, and explain tax implications with guidance from experienced teammates.

No prior tax experience is required as training is provided. Responsibilities include identifying savings opportunities and delivering clear recommendations while building strong client relationships through teamwork and a client-first approach.