Seasonal Tax Pro - Expert Prep & Client Savings

H&R Block, Inc.; Monroe (CT); On-site; USD 28,000 - 52,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations. You will conduct in-depth client interviews to assess finances, provide personalized recommendations, and build lasting client relationships.

You will deliver empathetic, consultative service, identify tax savings opportunities, and support clients with IRS notices and audit guidance while collaborating with a supportive team in a local tax office.

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-facing communication

Tax preparation

IRS/state compliance

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Microsoft Copilot / ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with complex situations. You will conduct in-depth client interviews to assess finances, provide personalized recommendations, and build lasting client relationships.

You will deliver empathetic, consultative service, identify tax savings opportunities, and support clients with IRS notices and audit guidance while collaborating with a supportive team in a local tax office.