Seasonal Tax Pro: In-Person Client Advisory & Returns

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

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations. You will interview clients, identify savings opportunities, and deliver personable, advisory service in a local tax office.

The role emphasizes accuracy, client relationships, and using leading training and technology to support tax compliance. Local pay is hourly with an incentive plan.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory roles and explaining tax concepts clearly.
• Must meet ongoing IRS/state requirements and have a valid high school diploma.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and provide recommendations.
• Identify tax savings opportunities and promote H&R Block products.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a client-focused office environment.

Skills

Client-facing

Communication skills

Attention to detail

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations. You will interview clients, identify savings opportunities, and deliver personable, advisory service in a local tax office.

The role emphasizes accuracy, client relationships, and using leading training and technology to support tax compliance. Local pay is hourly with an incentive plan.