Seasonal Tax Pro: Expert Returns & Trusted Advisory

H&R Block; Southwick (MA); Vor Ort; USD 66.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns, both individual and business. You will uncover savings opportunities, build lasting client relationships, and leverage training and technology to deliver confident service.

This in-person role offers competitive hourly pay and an incentive plan tied to impact as you grow tax expertise and serve clients.

Qualifikationen

• 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

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 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

Kenntnisse

Client interviews

Tax knowledge

Communication

IRS rules

Attention to detail

Ausbildung

High school diploma / GED

Bachelor's degree in accounting or related field

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 and prepare accurate returns, both individual and business. You will uncover savings opportunities, build lasting client relationships, and leverage training and technology to deliver confident service.

This in-person role offers competitive hourly pay and an incentive plan tied to impact as you grow tax expertise and serve clients.