Seasonal Tax Pro: Returns & Client Advisory

H&R Block, Inc.; Belen (NM); On-site; USD 30,000 - 44,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Training

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients, and identify opportunities to reduce tax liability in a supportive, in-person tax office.

The role emphasizes client advisory skills, ongoing training, and earning potential through an incentive plan while providing IRS guidance and building lasting relationships with clients in the Albuquerque area.

Qualifications

• Completion of HR Block Tax Knowledge Assessment.
• 1+ year of tax preparation, accounting, finance, or bookkeeping, incl. individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong written and verbal communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office environment.

Skills

Client-facing experience

Tax knowledge

Communication

Advisory role

IRS guidance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients, and identify opportunities to reduce tax liability in a supportive, in-person tax office.

The role emphasizes client advisory skills, ongoing training, and earning potential through an incentive plan while providing IRS guidance and building lasting relationships with clients in the Albuquerque area.