Seasonal Tax Pro: Expert Prep, Advisory & Savings

H&R Block, Inc.; Waterbury (CT); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare returns, advise clients, and uncover savings opportunities in person at a local office.

You'll interview clients, navigate complex tax situations, and deliver clear recommendations while building lasting relationships. This role offers competitive pay, paid training, and a path to grow in tax and financial services.

Qualifications

• Minimum 1 year of experience in tax preparation or related field.
• Bachelor's degree in accounting/finance preferred
• Experience explaining tax concepts in client-friendly language.

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

Verbal communication

Written communication

Client facing

Consultative/advisory

Education

High school diploma or GED or equivalent

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare returns, advise clients, and uncover savings opportunities in person at a local office.

You'll interview clients, navigate complex tax situations, and deliver clear recommendations while building lasting relationships. This role offers competitive pay, paid training, and a path to grow in tax and financial services.