Seasonal Tax Pro: Trusted Advisor & In-Person Expert

H&R Block, Inc.; Santa Fe (NM); Sur place; USD 28 000 - 47 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, build lasting client relationships, and deliver personalized guidance using our training and technology. This is an in-person role at a local H&R Block tax office.

The role offers a competitive hourly rate and an incentive plan based on impact and tax expertise growth during the season.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language, both verbally and in writing.
• Must meet continuing education requirements and IRS/state obligations.

Responsabilités

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide clear, personalized tax recommendations and potential savings opportunities.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office.

Connaissances

Client communication

Tax knowledge

IRS/state compliance knowledge

Formation

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, build lasting client relationships, and deliver personalized guidance using our training and technology. This is an in-person role at a local H&R Block tax office.

The role offers a competitive hourly rate and an incentive plan based on impact and tax expertise growth during the season.