Seasonal Tax Pro — Expert Returns & Client Advisory

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

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, conduct in-depth client interviews, and provide personalized recommendations. This in-person role at a local H&R Block office emphasizes building trusted client relationships and leveraging tax savings opportunities and company products.

Ideal candidates have proven tax preparation experience, strong communication skills, and a commitment to ongoing IRS/state education requirements.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication, able to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct in-depth client interviews to understand finances and life changes, offering personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive client-focused office environment.

Skills

Client communication

Interviewing

Advisory skills

Tax knowledge

Explain tax concepts

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

High school diploma/GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, conduct in-depth client interviews, and provide personalized recommendations. This in-person role at a local H&R Block office emphasizes building trusted client relationships and leveraging tax savings opportunities and company products.

Ideal candidates have proven tax preparation experience, strong communication skills, and a commitment to ongoing IRS/state education requirements.