Seasonal Tax Pro & Advisor: Maximize Client Savings

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and deliver empathetic, consultative service while identifying tax saving opportunities.

Training and technology support, competitive hourly rate, and incentive plans accompany the role. This in-person position at a local H&R Block tax office emphasizes client relationships, IRS support, and

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
• Strong verbal and written communication skills, including explaining 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 individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and maintain a client-focused office environment

Skills

Client interviews

Communication skills

Tax knowledge assessment

Tax concepts explained

IRS/state requirements

Seasonal tax experience

Education

Bachelor’s degree in accounting or finance

High school diploma / GED

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and deliver empathetic, consultative service while identifying tax saving opportunities.

Training and technology support, competitive hourly rate, and incentive plans accompany the role. This in-person position at a local H&R Block tax office emphasizes client relationships, IRS support, and