Seasonal Tax Pro: Expert Prep + Client Advisory

H&R Block, Inc.; Alamogordo (NM); On-site; USD 37,000 - 58,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations and to uncover savings opportunities. You will conduct in-depth client interviews, provide clear recommendations, and build lasting relationships in a local tax office.

This role emphasizes client-focused service and in-person collaboration, with training support and performance incentives.

Qualifications

• Must have completed the HR Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation experience incl. individual and business returns.
• Must work in-person at a local H&R Block tax office.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct client interviews to understand financials and tax implications.
• Provide tax savings opportunities and product recommendations.
• Offer IRS support and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Client-facing advisory experience

Communication skills

Explain tax concepts clearly

Audit support

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional to prepare accurate returns for clients with diverse tax situations and to uncover savings opportunities. You will conduct in-depth client interviews, provide clear recommendations, and build lasting relationships in a local tax office.

This role emphasizes client-focused service and in-person collaboration, with training support and performance incentives.