Seasonal Tax Pro: Expert Prep, Advisory & Savings

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations. You will interview clients, identify savings opportunities, and provide consultative, empathetic service at a local tax office.

The role emphasizes client relationships, training support, and use of advanced software. A competitive hourly rate and incentive plan accompany the position.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Strong client-facing and advisory capabilities; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent is required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and implications.
• Identify tax savings opportunities and cross-sell H&R Block products.
• Provide IRS support, notice assistance, and audit guidance.
• Collaborate with teammates to maintain a positive client-focused office environment.

Skills

Client communication

Consultative approach

Verbal & written communication

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

GoSystem/Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations. You will interview clients, identify savings opportunities, and provide consultative, empathetic service at a local tax office.

The role emphasizes client relationships, training support, and use of advanced software. A competitive hourly rate and incentive plan accompany the position.