Experienced Tax Professional

H&R Block; Bernalillo (NM); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block in Bernalillo, NM is hiring a seasonal Experienced Tax Professional to guide clients through complex tax situations and build lasting relationships. You will prepare accurate returns for individuals and businesses, interview clients, identify savings opportunities, and provide advisory support with our training and technology backing.

You'll deliver empathetic service, discuss tax implications clearly, and collaborate with a team in a local office.

Qualifications

• 1+ year of experience in tax preparation or related field.
• Experience in client-facing, consultative roles.
• Ability to explain tax concepts clearly to clients.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and implications.
• Provide IRS guidance, tax notice support, and audit assistance as needed.
• Build trusted client relationships and identify tax savings opportunities.
• Collaborate with team and contribute to a positive, client-focused office environment.

Skills

Tax preparation

Client-facing experience

Communication skills

IRS/State requirements

Interviewing clients

Education

Bachelor’s degree (preferred) in accounting/finance

High school diploma / GED

CPA or Enrolled Agent (EA) credential (preferred)

Job description

About The Role

As a seasonal

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place.

This role is in-person at a local H&R Block tax office.

Required Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Preferred Qualifications

• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential