Seasonal Tax Pro: Client Advisory & Savings Expert

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns and guide clients through complex tax situations, backed by industry-leading training and technology. This in-person role is based in a local H&R Block tax office.

You will interview clients, identify savings opportunities, and deliver clear recommendations while building lasting client relationships and contributing to a supportive, high-performing team.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in client-facing roles and advisory service
• Ability to explain tax concepts in client-friendly language
• Must meet IRS/state continuing education requirements

Responsibilities

• Prepare complete, accurate tax returns for diverse clients
• Conduct in-depth client interviews to understand financial situations and implications
• Provide personalized tax-saving recommendations and cross-sell HR Block products
• Provide IRS support and audit guidance as needed
• Collaborate with team and maintain a client-focused office environment

Skills

Client interviewing

Tax advisory

Communication skills

IRS rules knowledge

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns and guide clients through complex tax situations, backed by industry-leading training and technology. This in-person role is based in a local H&R Block tax office.

You will interview clients, identify savings opportunities, and deliver clear recommendations while building lasting client relationships and contributing to a supportive, high-performing team.