Seasonal Tax Advisor: Complex Returns & Client Savings

H&R Block, Inc.; Gardner (MA); On-site; USD 21,000 - 110,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations at a local tax office. You will prepare complete returns for individuals and businesses, interview clients to capture financial details, and deliver clear recommendations.

This role emphasizes client relationships and saving opportunities, backed by extensive training and technology. You will work in a collaborative, client-focused environment with competitive pay and an incentive plan

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.
• 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

Communication skills

Client-facing experience

Tax knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot/ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations at a local tax office. You will prepare complete returns for individuals and businesses, interview clients to capture financial details, and deliver clear recommendations.

This role emphasizes client relationships and saving opportunities, backed by extensive training and technology. You will work in a collaborative, client-focused environment with competitive pay and an incentive plan