Seasonal Tax Pro: Expert Returns & Client Advisory

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

Zusammenfassung

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — supported by industry-leading training and technology, a competitive hourly rate, and an incentive plan.

This in-person role at a local H&R Block tax office emphasizes high-quality service and collaborative teamwork while helping clients maximize their tax

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Client-facing experience

Communication skills

Tax knowledge

Attention to detail

Ausbildung

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — supported by industry-leading training and technology, a competitive hourly rate, and an incentive plan.

This in-person role at a local H&R Block tax office emphasizes high-quality service and collaborative teamwork while helping clients maximize their tax