Seasonal Tax Pro: Expert Prep & Client Savings

H&R Block, Inc.; Berlin (CT); On-site; USD 30,000 - 39,000; Part time

Benefits offered by this job

Competitive hourly rate

Job summary

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses at a local office. You will interview clients to understand financial situations, provide personalized recommendations, and help maximize savings while delivering empathetic service.

The role emphasizes compliance with IRS/state requirements, continuing education, and building lasting client relationships. This is an in-person, seasonal position at a Connecticut office.

Qualifications

• Completion of the HR Block Tax Knowledge Assessment.
• At least 1 year of tax preparation or related experience.
• Experience in client-facing, advisory roles is required.
• Strong written and verbal communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and implications.
• Identify tax savings opportunities and recommend HR Block products.
• Provide IRS guidance and respond to tax notices as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client-facing

Communication skills

Tax knowledge

IRS/state rules

Education

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses at a local office. You will interview clients to understand financial situations, provide personalized recommendations, and help maximize savings while delivering empathetic service.

The role emphasizes compliance with IRS/state requirements, continuing education, and building lasting client relationships. This is an in-person, seasonal position at a Connecticut office.