Seasonal Tax Pro & Client Advisor

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

Benefits offered by this job

401(k) plan

Health insurance

Employee Assistance Program

Fitness center programs

Associate tax prep benefit

Job summary

H&R Block in Worcester, MA seeks an Experienced Tax Professional for a seasonal, in-person role. Prepare complete tax returns, interview clients to assess tax implications, and identify savings opportunities while delivering empathetic service and building lasting relationships.

Required credentials include a Tax Knowledge Assessment, 1+ year in tax prep or related fields, and strong communication skills; in-office training and a competitive hourly rate apply.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication skills; explain tax concepts clearly.
• High school diploma / GED / equivalent required.
• Compliance with continuing education and IRS/state requirements.

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.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive office environment.

Skills

Tax knowledge

Client communication

Attention to detail

IRS/State requirements

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in Worcester, MA seeks an Experienced Tax Professional for a seasonal, in-person role. Prepare complete tax returns, interview clients to assess tax implications, and identify savings opportunities while delivering empathetic service and building lasting relationships.

Required credentials include a Tax Knowledge Assessment, 1+ year in tax prep or related fields, and strong communication skills; in-office training and a competitive hourly rate apply.