Seasonal Tax Pro — Complex Returns & Client Advisory

H&R Block, Inc.; Colchester (CT); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block, Inc. in Colchester, CT is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax situations. You will interview clients, identify savings opportunities, and provide consultative service with a focus on client relationships.

The role is in-person at a local H&R Block tax office, offering industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you grow tax expertise.

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 working in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or 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 recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Tax knowledge assessment

Client facing

Strong communication

High school diploma

Education

Bachelor's degree in accounting

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. in Colchester, CT is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax situations. You will interview clients, identify savings opportunities, and provide consultative service with a focus on client relationships.

The role is in-person at a local H&R Block tax office, offering industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you grow tax expertise.