Seasonal Tax Pro: Expert Returns & Client Impact

H&R Block, Inc.; Saugus (MA); Sur place; USD 31 000 - 166 000; Temps partiel

Résumé du poste

H&R Block, Inc. in Massachusetts is seeking a seasonal Experienced Tax Professional to prepare returns, advise clients, and build lasting relationships, backed by training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you grow your tax expertise.

In this in-person role you will conduct client interviews to understand finances and tax implications, provide clear recommendations, offer IRS support and audit guidance, and collaborate with the team to

Qualifications

• 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

Responsabilités

• 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

Connaissances

Client-facing

Communication

Tax preparation

Formation

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or EA certification

Outils

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Description du poste

H&R Block, Inc. in Massachusetts is seeking a seasonal Experienced Tax Professional to prepare returns, advise clients, and build lasting relationships, backed by training and technology, a competitive hourly rate, and an incentive plan that rewards impact as you grow your tax expertise.

In this in-person role you will conduct client interviews to understand finances and tax implications, provide clear recommendations, offer IRS support and audit guidance, and collaborate with the team to