Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Los Lunas (NM); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in Los Lunas, NM is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and small businesses. You will interview clients to understand circumstances and provide clear recommendations, building trusted relationships.

You’ll deliver tax guidance, explore savings opportunities, and support clients through IRS notices or audit guidance as needed, leveraging training and technology to deliver top service.

Qualifications

• 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.

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

Attention to detail

Tax knowledge

Education

High school diploma or GED

Bachelor's degree (preferred)

Job description

H&R Block in Los Lunas, NM is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and small businesses. You will interview clients to understand circumstances and provide clear recommendations, building trusted relationships.

You’ll deliver tax guidance, explore savings opportunities, and support clients through IRS notices or audit guidance as needed, leveraging training and technology to deliver top service.