Seasonal Tax Pro: Expert Prep & Client Savings

H&R Block, Inc.; Milford (MA); Vor Ort; USD 21.000 - 110.000; Teilzeit

Benefits dieser Stelle

Competitive pay

Incentive plan

Zusammenfassung

H&R Block, Inc. is seeking an Experienced Tax Professional for a local office on a seasonal basis.

You will prepare accurate tax returns, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings and ensure compliance. Role emphasizes building trusted relationships, delivering empathetic service, and supporting clients with tax notices and IRS guidance.

Qualifikationen

• Successful completion of the HR 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

Aufgaben

• 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

Kenntnisse

Tax knowledge

Client interviewing

Communication

IRS rules

Ausbildung

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltrasTax

Jobbeschreibung

H&R Block, Inc. is seeking an Experienced Tax Professional for a local office on a seasonal basis.

You will prepare accurate tax returns, interview clients to understand their financial situations, and offer personalized recommendations to maximize savings and ensure compliance. Role emphasizes building trusted relationships, delivering empathetic service, and supporting clients with tax notices and IRS guidance.