Seasonal Tax Pro: Expert Advice & Client Impact

H&R Block, Inc.; Espanola (NM); On-site; USD 28,000 - 48,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses and to advise clients on potential savings opportunities. The role emphasizes in-person client interviews, empathetic advisory service, and ongoing education through HR Block training and tools.

You will build trusted relationships, deliver clear recommendations, and collaborate with a team to provide superior client service at a local tax office in New Mexico.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Successful completion of the HR Block Tax Knowledge Assessment.
• Strong communication and client-facing skills.
• High school diploma or equivalent.
• Willingness to complete continuing education and meet state requirements.

Responsibilities

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

Skills

Client-facing

Verbal & written communication

Tax concepts

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses and to advise clients on potential savings opportunities. The role emphasizes in-person client interviews, empathetic advisory service, and ongoing education through HR Block training and tools.

You will build trusted relationships, deliver clear recommendations, and collaborate with a team to provide superior client service at a local tax office in New Mexico.