Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Portales (NM); On-site; USD 35,000 - 60,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Professional to serve clients with diverse tax needs using virtual and in-person interview methods. You will work with an expert team and receive advanced tax training to ensure success.

The role emphasizes preparing complete tax returns, supporting clients with IRS matters, and driving client growth in a fast-paced environment. Franchisee office opportunities apply.

Qualifications

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher

Responsibilities

• Mentor and support teammates
• Contribute to client growth and retention through service excellence

Skills

Complex returns

Virtual tax interviews

Tax planning

Sales & marketing experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

H&R Block, Inc. is seeking a seasonal Tax Professional to serve clients with diverse tax needs using virtual and in-person interview methods. You will work with an expert team and receive advanced tax training to ensure success.

The role emphasizes preparing complete tax returns, supporting clients with IRS matters, and driving client growth in a fast-paced environment. Franchisee office opportunities apply.