Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Methuen (MA); Vor Ort; USD 21.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block in Massachusetts is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients, and uncover tax savings opportunities using our training and technology.

This in-person role emphasizes trusted advisory service, building lasting client relationships, and providing IRS guidance when needed. You will collaborate with teammates in a client‑focused office environment and contribute to the quality of

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must meet IRS/state requirements and continue education as needed.
• High school diploma or GED required.

Aufgaben

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Identify tax savings opportunities and recommend appropriate H&R Block products.
• Provide IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Kenntnisse

Client-facing experience

Tax knowledge

Communication skills

IRS/state requirements knowledge

Ausbildung

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Copilot/ChatGPT

Jobbeschreibung

H&R Block in Massachusetts is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients, and uncover tax savings opportunities using our training and technology.

This in-person role emphasizes trusted advisory service, building lasting client relationships, and providing IRS guidance when needed. You will collaborate with teammates in a client‑focused office environment and contribute to the quality of