Seasonal Tax Advisor: Client-Focused Returns and Savings

H&R Block, Inc.; Westfield (MA); On-site; USD 66,000 - 110,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients on complex tax situations. The role is in-person at a local H&R Block tax office, with training and technology support and an incentive plan based on performance.

The position emphasizes client interviews, personalized recommendations, and collaboration within a team to build lasting client relationships while helping clients navigate tax implications and opportunities.

Qualifications

• 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing advisory role
• Ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct client interviews to understand financial situations and implications
• Provide tax savings opportunities and recommend H&R Block products
• Provide IRS support, notices, and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office environment

Skills

Client communication

Consultative approach

Verbal and written communication

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients on complex tax situations. The role is in-person at a local H&R Block tax office, with training and technology support and an incentive plan based on performance.

The position emphasizes client interviews, personalized recommendations, and collaboration within a team to build lasting client relationships while helping clients navigate tax implications and opportunities.