Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; East Haven (CT); On-site; USD 28,000 - 50,000; Part time

Job summary

H&R Block, Inc. in Connecticut invites applications for a seasonal Experienced Tax Professional.

You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized tax-saving recommendations, while delivering empathetic service in a client-focused office. You will build lasting client relationships with guidance from industry-leading training and technology.

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 a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent required.

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

Client communication

IRS rules

Interviewing clients

Continued education

High school diploma

Education

Bachelor's degree in accounting/finance

High school diploma / GED

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. in Connecticut invites applications for a seasonal Experienced Tax Professional.

You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized tax-saving recommendations, while delivering empathetic service in a client-focused office. You will build lasting client relationships with guidance from industry-leading training and technology.