Seasonal Tax Pro: Expert Returns & Client Care

H&R Block; Espanola (NM); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block in Espanola, NM is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare accurate returns for individuals and small businesses and deliver friendly, consultative service in a local tax office.

You’ll interview clients to understand their financial life, explain tax concepts in plain language, and work with a team to ensure a smooth client experience.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• At least 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 facing

Communication

Interviewing clients

Tax knowledge

Education

High school diploma or GED

Bachelor's degree (preferred)

Job description

H&R Block in Espanola, NM is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare accurate returns for individuals and small businesses and deliver friendly, consultative service in a local tax office.

You’ll interview clients to understand their financial life, explain tax concepts in plain language, and work with a team to ensure a smooth client experience.