Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block, Inc.; Woburn (MA); Sur place; USD 21 000 - 110 000; Plein temps

Avantages offerts par ce poste

Incentive plan

Competitive hourly rate

Industry-leading training

Résumé du poste

H&R Block, Inc. in Woburn, MA is seeking a seasonal Experienced Tax Professional to prepare tax returns for individuals and businesses, interview clients to assess their financial situations, and provide clear, personalized tax recommendations.

The role emphasizes client relationships, tax savings opportunities, and adherence to IRS/state requirements. The position is in-person at a local H&R Block office, with an industry-leading training program, competitive hourly rate, and an incentive plan

Qualifications

• Experience with tax preparation for individuals and businesses
• Ability to interview clients and identify tax savings
• Must meet IRS/state requirements and complete CE requirements

Responsabilités

• Prepare complete, accurate tax returns for clients
• Conduct in-depth client interviews to understand financial situations and implications
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support and audit guidance as needed
• Collaborate with team to maintain a client-focused office environment

Connaissances

Client facing

Communication skills

Advisory approach

Formation

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Outils

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Description du poste

H&R Block, Inc. in Woburn, MA is seeking a seasonal Experienced Tax Professional to prepare tax returns for individuals and businesses, interview clients to assess their financial situations, and provide clear, personalized tax recommendations.

The role emphasizes client relationships, tax savings opportunities, and adherence to IRS/state requirements. The position is in-person at a local H&R Block office, with an industry-leading training program, competitive hourly rate, and an incentive plan