Seasonal Tax Associate - Learn Tax, Help Clients

H&R Block; Santa Rosa (NM); On-site; USD 17,000 - 28,000; Part time

Job summary

H&R Block in Albuquerque, NM, seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities and recommend products, and build strong client relationships through teamwork and a client‑first approach. This in-person role is paid hourly with opportunities to grow as you gain tax knowledge.

Qualifications

• 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.

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 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 with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem-solving

Attention to detail

Teamwork

Digital tools familiarity

Education

High school diploma or equivalent

Job description

H&R Block in Albuquerque, NM, seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities and recommend products, and build strong client relationships through teamwork and a client‑first approach. This in-person role is paid hourly with opportunities to grow as you gain tax knowledge.