Seasonal Tax Pro - Complex Returns & Client Advisory

H&R Block; Hartford (CT); On-site; USD 34,000 - 55,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional in Hartford, CT. You will prepare complete, accurate tax returns for individuals and businesses and conduct in-depth client interviews to understand financial situations and tax implications, delivering personalized recommendations.

Role emphasizes building trusted client relationships, offering tax savings opportunities, and providing IRS support and audit guidance as needed.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience 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 / GED / equivalent required
• Preferred: CPA, EA or other IRS credential

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 and tax implications and provide personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax knowledge

Client advisory

Communication skills

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional in Hartford, CT. You will prepare complete, accurate tax returns for individuals and businesses and conduct in-depth client interviews to understand financial situations and tax implications, delivering personalized recommendations.

Role emphasizes building trusted client relationships, offering tax savings opportunities, and providing IRS support and audit guidance as needed.