Seasonal Tax Associate: Learn Tax Prep & Client Care

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

Life-work balance support

Job summary

H&R Block, Inc. seeks a Seasonal Tax Associate to work in-person at a local tax office.

You will meet with clients, gather information, and prepare tax returns with training from experienced teammates; you will explain tax information clearly and offer recommendations while identifying potential savings opportunities. Excellent communication and problem-solving skills, plus high school diploma or equivalent, are essential.

Qualifications

• High school diploma or equivalent.
• Completion of the H&R Block Income Tax Course.
• Experience in a service-oriented environment.
• Excellent communication and ability to understand client needs.
• Comfort using digital tools and AI-based tools.

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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to address client questions with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem-solving

Explain tax information clearly

AI tool familiarity

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. seeks a Seasonal Tax Associate to work in-person at a local tax office.

You will meet with clients, gather information, and prepare tax returns with training from experienced teammates; you will explain tax information clearly and offer recommendations while identifying potential savings opportunities. Excellent communication and problem-solving skills, plus high school diploma or equivalent, are essential.