In-Person Seasonal Tax Pro: Expert Advisor

H&R Block, Inc.; New Mexico; On-site; USD 30,000 - 41,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations, conduct client interviews, and identify tax savings opportunities, backed by comprehensive training and technology.

This in-person role at a local H&R Block tax office emphasizes client-focused service, ongoing education to meet IRS/state requirements, and opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 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
• High school diploma / GED / equivalent required

Responsibilities

• 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

Skills

Client communication

Interpersonal skills

Attention to detail

Tax knowledge

Consultative advisory

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) certification

Tools

GoSystem

Ultratax

AI-powered tools (Microsoft Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations, conduct client interviews, and identify tax savings opportunities, backed by comprehensive training and technology.

This in-person role at a local H&R Block tax office emphasizes client-focused service, ongoing education to meet IRS/state requirements, and opportunities to grow in tax and financial services.