Seasonal Tax Pro: Client Advisor & Returns Expert In-Person

H&R Block, Inc.; Middletown (RI); On-site; USD 30,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional in Middletown, RI to prepare returns, interview clients, and identify tax savings opportunities. This in-person role includes comprehensive training, competitive hourly pay, and an incentive plan to reward impact as you grow tax expertise.

You will build trusted client relationships, provide personalized tax guidance, and collaborate with the office team to deliver exceptional service to diverse clients, including complex situations.

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 in client-facing, consultative, or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Responsibilities

• 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.

Skills

Tax knowledge assessment

Tax preparation experience

Client-facing communication

Explain tax concepts clearly

Continuing education compliance

Education

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional in Middletown, RI to prepare returns, interview clients, and identify tax savings opportunities. This in-person role includes comprehensive training, competitive hourly pay, and an incentive plan to reward impact as you grow tax expertise.

You will build trusted client relationships, provide personalized tax guidance, and collaborate with the office team to deliver exceptional service to diverse clients, including complex situations.