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Tax Associate
Job Description
About the Role + 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 Required Qualifications + Successful completion of the H&R Block Income Tax Course 1 + Experience interacting with customers or clients in a service-oriented environment + Strong communication skills, including explaining information clearly and asking questions to un derstand needs + Problem-solving skills, including organizing information and identifying solutions + Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT + High school diploma / GED / equivalent Preferred Qualifications + Bachelor's degree in accounting, finance, or a related field + Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services + Experience asking questions and recommending solutions based on customer needs + Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods + Availability to work evenings and weekends during tax season Why work for us Sponsored Job Casillas-2659- MESA AZ To view full details and how to apply, please login or create a Job Seeker account