Experienced Tax Preparer -Seasonal- 2027 Tax Season - Falmouth, MA

Published: 6/14/2022

Job Description

Experienced tax preparers only. Prior paid tax preparation experience required.

Candidates seeking entry-level opportunities should review our Tax Preparer Assistant (TPA) and Client Service Professional (CSP) postings. These positions offer training and experience in tax office operations, client service, and tax preparation, with opportunities for advancement into Tax Professional roles.

Our family-owned H&R Block franchise, with offices in Falmouth, Mashpee, and Sandwich on Cape Cod, is looking to hire experienced Tax Professionals for one or more of our Upper Cape Cod locations. This recurring seasonal role (mid-January through April) is ideal for client-focused professionals with proven tax preparation expertise and a commitment to accuracy and service. Year-round (part-time or more) may be available after tax season ends.

In this fast-paced, rewarding position, you'll conduct in-person tax interviews, prepare complete and accurate returns, and help clients navigate their financial decisions confidently—while benefiting from advanced training and the opportunity to build your expertise in a supportive team environment.

Why Join Us?

Established and loyal Cape Cod client base
Flexible scheduling options, including part-time and full-time opportunities
Competitive compensation with performance incentives
Supportive, family-owned franchise culture
Continuing education and professional development opportunities
Potential year-round opportunities
Work with a trusted national brand while enjoying the benefits of a locally owned business

Key Responsibilities

Conduct in-person tax interviews with clients
Prepare accurate federal, state, and local individual income tax returns
Review and process both in-office and drop-off tax returns
Provide professional tax guidance and exceptional client service
Identify and recommend appropriate products and services to meet client needs
Maintain strict confidentiality and compliance standards
Support and mentor fellow team members during peak season, as appropriate

What We're Looking For

Proven experience preparing individual income tax returns
Experience with federal and Massachusetts tax returns preferred
Ability to thrive in a high-volume, fast-paced tax office environment
Strong verbal and written communication skills
Proficiency with tax preparation software and Windows-based computer systems
Ability to work independently while contributing to a collaborative team environment
Active PTIN or ability to meet IRS requirements before the tax season
Commitment to continuing education and professional development

Preferred Qualifications

Experience preparing a variety of returns, including Schedule C, Schedule E, investment income, retirement income, and multi-state returns
Background in accounting, finance, bookkeeping, or related fields
EA, CPA, Annual Filing Season Program participant, or other tax credentials welcomed
Demonstrated ability to handle complex tax situations and maintain strong client relationships
Cape Cod residency or familiarity with Cape Cod communities preferred
Interest in growing professionally and potentially expanding into year-round opportunities

Compensation

Compensation is highly competitive and based on experience, credentials, availability, and anticipated production volume. Higher compensation levels and performance incentives are available for experienced preparers capable of managing substantial client workloads throughout the tax season. Top performers may also be eligible for additional bonus opportunities based on production and office performance.

Year-Round Opportunities

Outstanding performers may be offered year-round opportunities supporting tax preparation, tax resolution services, bookkeeping, client support, training, and other office initiatives.

Apply Today

Please submit your resume and a brief summary of your tax preparation experience and availability.

All inquiries will be handled confidentially.

We welcome applications from experienced tax preparers, Enrolled Agents, CPAs, bookkeepers, former tax office professionals, and other qualified tax practitioners seeking a rewarding seasonal opportunity on Cape Cod.

\nCompany Description

Join our family-owned H&R Block franchise in Falmouth, Mashpee, and Sandwich, a leader in tax preparation, and grow your career in a dynamic, client-focused environment that drives industry innovation.