Seasonal Tax Pro: Expert Returns & Client Advisory

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

Job summary

H&R Block in Massachusetts is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, conduct in-depth client interviews, and deliver personalized recommendations while building lasting client relationships.

Join a team supported by industry-leading training and technology. The role offers an incentive plan and a competitive hourly rate, with in-person work at a local H&R Block tax office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• 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 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

Skills

Communication

Client facing

Tax knowledge

Education

Bachelor’s degree in accounting, finance or related field

High school diploma or equivalent

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in Massachusetts is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, conduct in-depth client interviews, and deliver personalized recommendations while building lasting client relationships.

Join a team supported by industry-leading training and technology. The role offers an incentive plan and a competitive hourly rate, with in-person work at a local H&R Block tax office.