Seasonal Tax Pro — Expert Returns & Client Advisory

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

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional for a local in-person role. You will prepare complex returns, interview clients to understand financial situations, and offer personalized tax guidance while building lasting relationships.

The position emphasizes client-centric service, ongoing education, and leveraging advanced tax software to maximize client savings and satisfaction.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• At least 1 year of tax preparation or related experience.
• Experience in client-facing, advisory roles.
• Strong communication skills and ability to explain taxes clearly.
• Must meet IRS/state continuing education requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Provide recommendations and identify tax savings opportunities.
• Offer IRS notice support, audit guidance, and other assistance.
• Collaborate with the team to maintain a client-focused office environment.

Skills

Verbal communication

Written communication

Client facing

Advisory experience

Education

High school diploma or GED

Bachelor's degree

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional for a local in-person role. You will prepare complex returns, interview clients to understand financial situations, and offer personalized tax guidance while building lasting relationships.

The position emphasizes client-centric service, ongoing education, and leveraging advanced tax software to maximize client savings and satisfaction.