Seasonal Tax Pro: Expert Client Advisor

H&R Block, Inc.; Orleans (MA); Presencial; USD 21 000 - 110 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

Competitive hourly rate

Incentive plan

Advanced training and technology

Resumo da oferta

H&R Block, Inc. in Massachusetts is seeking an Experienced Tax Professional for seasonal, in-person work at a local tax office.

You will prepare accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings. You will build trusted relationships through empathetic service, identify opportunities for H&R Block products, and support clients with IRS notices and audits as needed.

Qualificações

• 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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsabilidades

• 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

Conhecimentos

Client interviews

Communication

Formação académica

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Ferramentas

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descrição da oferta de emprego

H&R Block, Inc. in Massachusetts is seeking an Experienced Tax Professional for seasonal, in-person work at a local tax office.

You will prepare accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings. You will build trusted relationships through empathetic service, identify opportunities for H&R Block products, and support clients with IRS notices and audits as needed.