Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Rio Rancho (NM); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block in Rio Rancho, NM is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses and to interview clients to understand their financial situations. You will deliver personalized recommendations, build trusted client relationships, and identify tax savings opportunities while leveraging training and technology.

Join a client-focused office and provide IRS support, notice assistance, and audit guidance as needed.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client facing, consultative, or advisory role.
• Must complete continuing education and meet all IRS/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 personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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-facing experience

Strong communication skills

Explain tax concepts clearly

IRS/state requirements knowledge

Education

High school diploma

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) credential

Job description

H&R Block in Rio Rancho, NM is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses and to interview clients to understand their financial situations. You will deliver personalized recommendations, build trusted client relationships, and identify tax savings opportunities while leveraging training and technology.

Join a client-focused office and provide IRS support, notice assistance, and audit guidance as needed.