Seasonal Tax Pro: Client Advisory & Savings

H&R Block, Inc.

Haverhill (NH)

On-site

USD 28,000 - 41,000

Full time

14 days+
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Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews to understand financial situations, and identify tax savings opportunities, backed by industry-leading training and technology, in-person at a local tax office.

This role offers an incentive plan and growth in tax and financial services. Requirements include at least 1 year of tax preparation or related experience, strong

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 in a client-facing, consultative, or advisory role.
  • Strong verbal and written communication skills, including explaining tax concepts to clients.
  • Must complete continuing education and meet IRS/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; 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

Client-facing communication
Explain tax concepts
IRS/state compliance
Attention to detail

Education

High school diploma / GED / equivalent
Bachelor’s degree in accounting/finance or related field

Tools

GoSystem
UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, conduct in-depth client interviews to understand financial situations, and identify tax savings opportunities, backed by industry-leading training and technology, in-person at a local tax office.

This role offers an incentive plan and growth in tax and financial services. Requirements include at least 1 year of tax preparation or related experience, strong

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