Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Southington (CT); Vor Ort; USD 34.000 - 48.000; Teilzeit

Benefits dieser Stelle

Competitive pay

Incentive plan

In-person office work

Zusammenfassung

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns for individuals and businesses, interview clients to understand financial changes, and offer personalized tax-saving guidance.

The position emphasizes delivering empathetic client service, explaining tax concepts clearly, and collaborating with a team within a supportive office setting. Prior HR Block training and knowledge assessment complete the profile.

Qualifikationen

• Successful completion of HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative, or advisory role.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office environment.

Kenntnisse

Client-facing communication

Tax knowledge

Interviewing clients

IRS regulations awareness

Ausbildung

High school diploma or GED

Bachelor’s degree preferred

CPA/EA preferred

Tools

GoSystem

Ultrax tax software

Jobbeschreibung

H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare returns for individuals and businesses, interview clients to understand financial changes, and offer personalized tax-saving guidance.

The position emphasizes delivering empathetic client service, explaining tax concepts clearly, and collaborating with a team within a supportive office setting. Prior HR Block training and knowledge assessment complete the profile.