Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Beverly (MA); On-site; USD 66,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

401(k) Plan

Employee Assistance Program

Associate discount program

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, interview clients, and provide personalized tax guidance at a local office in Beverly, MA.

You will identify savings opportunities, deliver consultative service, and support clients through IRS notices while leveraging training and technology to deliver accurate results.

Qualifications

• 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.

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 relevant 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

Client communication

Tax knowledge

Interviewing clients

IRS guidance

Education

High school diploma

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltrasTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses, interview clients, and provide personalized tax guidance at a local office in Beverly, MA.

You will identify savings opportunities, deliver consultative service, and support clients through IRS notices while leveraging training and technology to deliver accurate results.