Seasonal Tax Pro - Expert Returns & Client Advisory

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

Benefits offered by this job

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Job summary

H&R Block in Marlborough, MA is seeking an Experienced Tax Professional for the in-person, seasonal role. You will prepare complete tax returns for individuals and small businesses, interview clients to assess tax implications, and provide clear recommendations while building lasting client relationships.

Leverage your tax knowledge, complete required education, and participate in ongoing training and incentive programs to grow your tax expertise and client base this season.

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-facing experience

Communication skills

Tax knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

Job description

H&R Block in Marlborough, MA is seeking an Experienced Tax Professional for the in-person, seasonal role. You will prepare complete tax returns for individuals and small businesses, interview clients to assess tax implications, and provide clear recommendations while building lasting client relationships.

Leverage your tax knowledge, complete required education, and participate in ongoing training and incentive programs to grow your tax expertise and client base this season.