EXPERIENCED TAX ASSOCIATE

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. These roles are in-person at a local H&R Block tax offices throughout the Merrimack Valley and beyond.. Duties: 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 Required Qualifications: 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 Preferred Qualifications: Bachelor's degree in accounting, finance or a related field 5+ years of experience in tax preparation, accounting, finance, bookkeeping CPA or Enrolled Agent (EA), or other IRS Circular 230 credential Experience completing complex returns, tax planning, audit support, or tax notice resolution Familiarity with GoSystem or Ultratax software Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) The pay rate is $20 hr plus commission, commission starts at $12.25% This is a partial job description. Pease contact our recruiter for more details.