Seasonal Tax Pro: Client Advisory and Returns Expert

H&R Block, Inc.; South Wethersfield (CT); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, conduct client interviews to understand financial situations, and provide personalized recommendations using our training and technology.

This in-person role is based in a local H&R Block tax office, with opportunities to grow in tax and financial services.

Qualifications

• Successful completion of HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory roles.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients.
• Conduct client interviews to understand financial situations and provide recommendations.
• Identify tax savings opportunities and promote HR Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with colleagues to maintain a positive office environment.

Skills

Tax preparation

Client interviews

Consultative service

Communication skills

IRS/state compliance knowledge

Training utilization

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

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

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, conduct client interviews to understand financial situations, and provide personalized recommendations using our training and technology.

This in-person role is based in a local H&R Block tax office, with opportunities to grow in tax and financial services.