Seasonal Tax Pro — Expert Returns & Client Advisory

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

Benefits offered by this job

Incentive plan

Competitive pay

Comprehensive benefits

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 complete tax returns, interview clients to understand their financial situations, and identify tax savings opportunities while building lasting relationships. You will deliver clear, personalized recommendations and provide IRS support and audit guidance as needed, backed by comprehensive training and tools.

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 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 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.

Skills

Client facing experience

Communication skills

Explain tax concepts clearly

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

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 complete tax returns, interview clients to understand their financial situations, and identify tax savings opportunities while building lasting relationships. You will deliver clear, personalized recommendations and provide IRS support and audit guidance as needed, backed by comprehensive training and tools.