Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Middleton (MA); Presencial; USD 21.000 - 110.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence.

You will prepare accurate returns, interview clients, and identify savings opportunities using industry-leading training and technology at a local tax office. Work in-person, build trusted client relationships, and contribute to a collaborative office environment while earning an hourly wage tied to performance.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Strong verbal and written comms

Tax knowledge

Client advisory experience

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Herramientas

GoSystem

Ultratax

AI tools

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence.

You will prepare accurate returns, interview clients, and identify savings opportunities using industry-leading training and technology at a local tax office. Work in-person, build trusted client relationships, and contribute to a collaborative office environment while earning an hourly wage tied to performance.