Seasonal Tax Pro: Expert Prep & Advisory

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

Benefits offered by this job

Competitive hourly pay

Incentive plan

Training and technology support

Job summary

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate tax returns for diverse clients and to interview clients to understand financial situations and life changes. You will offer clear recommendations and build trusted relationships, supported by training and technology.

This in-person role at a local H&R Block tax office emphasizes client-centric service, IRS support, and opportunities to grow in tax and financial services with an incentive plan tied to impact.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory roles is required.
• Clear, client-friendly communication of tax concepts.

Responsibilities

• Prepare complete and accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Client interviewing

Communication

Advisory/consultative

IRS knowledge

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block seeks a seasonal Experienced Tax Professional to prepare accurate tax returns for diverse clients and to interview clients to understand financial situations and life changes. You will offer clear recommendations and build trusted relationships, supported by training and technology.

This in-person role at a local H&R Block tax office emphasizes client-centric service, IRS support, and opportunities to grow in tax and financial services with an incentive plan tied to impact.