Seasonal Tax Pro: Complex Returns & Client Advisory

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

Benefits offered by this job

Incentive plan

Training

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You'll prepare complete, accurate returns for individuals and businesses, interview clients, and offer clear recommendations to save taxes.

With industry-leading training and technology, you can build lasting client relationships and earn competitive hourly pay plus incentives as you grow your tax expertise.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

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 — then 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

Tax knowledge

Client communication

IRS/state requirements

Advisory experience

Education

High school diploma or GED

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You'll prepare complete, accurate returns for individuals and businesses, interview clients, and offer clear recommendations to save taxes.

With industry-leading training and technology, you can build lasting client relationships and earn competitive hourly pay plus incentives as you grow your tax expertise.