Experienced Tax Professional
$31,200–$166,400 year
On-siteBridgewater, Massachusetts, United States
Job Summary
Conduct in-depth client interviews to understand financial situations and life changes, then prepare complete, accurate individual and business tax returns. Provide clear, personalized recommendations and IRS support, including tax notice assistance and audit guidance. Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant products. Collaborate with team members to share knowledge and maintain a positive, client-focused office environment. Complete the H&R Block Tax Knowledge Assessment and meet all continuing education requirements. This seasonal role offers a competitive hourly rate ranging from $15.00 to $80.00, with opportunities to participate in incentive plans.
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
Desired 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)
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