Seasonal Tax Pro: Expert Prep & Client Advisory

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and provide tailored tax advice at a local tax office.

You will build lasting client relationships, uncover savings opportunities, and benefit from industry-leading training, technology, and an incentive plan. This in-person role offers a competitive hourly rate and opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing advisory roles and ability to explain tax concepts clearly.
• Must meet continuing education and IRS/state requirements.
• High school diploma or equivalent is required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Provide personalized tax-saving strategies and product recommendations.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team members and maintain a client-focused office environment.

Skills

Client-facing experience

Communication skills

Tax knowledge

Education

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Copilot / ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and provide tailored tax advice at a local tax office.

You will build lasting client relationships, uncover savings opportunities, and benefit from industry-leading training, technology, and an incentive plan. This in-person role offers a competitive hourly rate and opportunities to grow in tax and financial services.