Seasonal Tax Pro — In-Person Client Advisory & IRS Support

H&R Block, Inc.; Acton (MA); Sur place; USD 21 000 - 110 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional in Massachusetts to prepare complex tax returns and interview clients to understand their financial situations. You will offer personalized tax-saving recommendations and deliver client-focused service in-person at a local tax office.

The role emphasizes accurate tax preparation, IRS notice support, and collaboration with the office team to build lasting client relationships, with competitive pay and incentive potential based on

Qualifications

• Minimum 1 year of tax preparation experience including individual and business returns.
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication, able to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities and relevant products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused office environment

Connaissances

Tax preparation experience

Client communication

IRS rules knowledge

Formation

Bachelor's degree in accounting or related field

Outils

GoSystem

Ultratax

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional in Massachusetts to prepare complex tax returns and interview clients to understand their financial situations. You will offer personalized tax-saving recommendations and deliver client-focused service in-person at a local tax office.

The role emphasizes accurate tax preparation, IRS notice support, and collaboration with the office team to build lasting client relationships, with competitive pay and incentive potential based on