Seasonal Tax Pro: Advise Clients, Maximize Savings

H&R Block, Inc.; Cheshire (CT); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

Industry-leading training

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office in Connecticut.

You will prepare complete returns for individuals and small businesses, interview clients to understand their situations, and offer personalized recommendations based on tax savings opportunities. You'll be supported by industry-leading training and technology, working in a collaborative team with a focus on client care.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory roles.
• Must meet IRS/state continuing education requirements.

Responsibilities

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

Skills

Client interviews

Tax knowledge

Communication skills

Education

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to serve clients at a local tax office in Connecticut.

You will prepare complete returns for individuals and small businesses, interview clients to understand their situations, and offer personalized recommendations based on tax savings opportunities. You'll be supported by industry-leading training and technology, working in a collaborative team with a focus on client care.