Seasonal Tax Pro: Expert Returns & Advisory

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

Benefits offered by this job

Incentive plan

401(k) plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations. You’ll build strong client relationships while identifying tax savings opportunities and leveraging HR Block products.

This in-person role at a local HR Block office emphasizes client-focused service, continued education, and growth within tax and financial services.

Qualifications

• Successful completion of HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• 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 HR 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.

Skills

Tax knowledge

Client interviewing

Communication

Attention to detail

IRS rules

Education

High school diploma or equivalent

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations. You’ll build strong client relationships while identifying tax savings opportunities and leveraging HR Block products.

This in-person role at a local HR Block office emphasizes client-focused service, continued education, and growth within tax and financial services.