Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to assist clients with complex tax situations at a local tax office.

You will prepare accurate returns for individuals and businesses, interview clients to understand their financials, and identify tax savings opportunities using leading training and technology. This in-person role emphasizes building trusted client relationships, offering consultative advice, and ensuring IRS compliance.

Qualifications

• Must have completed the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing, consultative, or advisory role.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide clear, personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to share knowledge and maintain a positive, client-focused office environment.

Skills

Client facing

Tax knowledge

Communication skills

Client interviews

Advisory approach

Education

High school diploma

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to assist clients with complex tax situations at a local tax office.

You will prepare accurate returns for individuals and businesses, interview clients to understand their financials, and identify tax savings opportunities using leading training and technology. This in-person role emphasizes building trusted client relationships, offering consultative advice, and ensuring IRS compliance.