Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Amesbury (MA); Sur place; USD 21 000 - 110 000; Temps partiel

Résumé du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients in a local tax office.

You’ll interview clients to understand finances and tax implications, offering personalized recommendations and leveraging tax-saving opportunities. You will deliver client-focused service with strong communication, provide IRS support when needed, and collaborate with the team in a supportive office environment, all while following program training and

Qualifications

• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing advisory roles and clear tax explanations.
• Must meet IRS/state continuing education requirements and maintain credentials.

Responsabilités

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide recommendations and identify tax savings opportunities and related products.
• Offer IRS support, tax notices assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office environment.

Connaissances

Client-facing

Communication

Interviewing clients

Detail-oriented

Formation

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Outils

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Description du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for diverse clients in a local tax office.

You’ll interview clients to understand finances and tax implications, offering personalized recommendations and leveraging tax-saving opportunities. You will deliver client-focused service with strong communication, provide IRS support when needed, and collaborate with the team in a supportive office environment, all while following program training and