Seasonal Tax Pro — Expert Returns & Client Guidance

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations. You will prepare accurate returns, interview clients, and identify tax savings opportunities using leading training and technology.

This in-person role at a local H&R Block tax office offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services. Strong communication and prior tax experience are valued; IRS/state requirements must be met.

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 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

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations. You will prepare accurate returns, interview clients, and identify tax savings opportunities using leading training and technology.

This in-person role at a local H&R Block tax office offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services. Strong communication and prior tax experience are valued; IRS/state requirements must be met.