Seasonal Tax Pro — Client Advisory & Prep

H&R Block, Inc.; Albuquerque (NM); Sur place; USD 25 000 - 41 000; Temps partiel

Résumé du poste

H&R Block in Albuquerque, NM is seeking an Experienced Tax Professional for a seasonal, in-person role. You will prepare complex returns for individuals and businesses, interview clients to understand financials, and offer tailored tax strategies while building lasting client relationships.

You will receive comprehensive training, access to leading technology, and an incentive plan based on impact as you grow your tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 1 year of experience in tax preparation, accounting, finance, or bookkeeping (including individual and business returns)
• Experience in a client facing, consultative, or advisory role
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused office environment

Connaissances

Verbal communication

Written communication

Client facing

Formation

Bachelor’s degree in accounting/finance/related field

High school diploma or GED

Outils

GoSystem

Ultratax

Microsoft Copilot/ChatGPT

Description du poste

H&R Block in Albuquerque, NM is seeking an Experienced Tax Professional for a seasonal, in-person role. You will prepare complex returns for individuals and businesses, interview clients to understand financials, and offer tailored tax strategies while building lasting client relationships.

You will receive comprehensive training, access to leading technology, and an incentive plan based on impact as you grow your tax expertise and serve clients.