Seasonal Tax Pro: Expert Prep, Client Savings & Advisory

H&R Block, Inc.

Franklin (MA)

On-site

USD 21,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Competitive pay
Benefits package
401(k) plan
Career growth opportunities

Job summary

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

You will prepare returns for individuals and businesses, interview clients to assess tax implications, and provide personalized recommendations to save taxes while building lasting relationships. The position emphasizes strong communication, advisory skills, and accuracy, backed by training and a supportive team environment.

Qualifications

  • 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 in a client facing, consultative, or advisory role.
  • Strong verbal and written communication skills, including explaining tax concepts clearly.
  • Must complete continuing education and meet IRS and state requirements.
  • High school diploma or GED or equivalent.

Responsibilities

  • Prepare complete, accurate tax returns for clients with diverse situations.
  • Conduct in-depth client interviews to understand finances and tax implications.
  • Provide personalized recommendations and identify tax savings opportunities.
  • Offer IRS support, tax notices assistance, and audit guidance as needed.
  • Collaborate with team members and contribute to a client-focused office.

Skills

Tax knowledge
Client facing
Communication skills
Interviewing clients

Education

High school diploma or equivalent
Bachelor's degree preferred in accounting/finance

Tools

GoSystem
UltraTax

Job description

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

You will prepare returns for individuals and businesses, interview clients to assess tax implications, and provide personalized recommendations to save taxes while building lasting relationships. The position emphasizes strong communication, advisory skills, and accuracy, backed by training and a supportive team environment.

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