Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Bethel (CT); Sur place; USD 30 000 - 48 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by training and technology, with a competitive hourly rate and an incentive plan.

This role is in-person at a local H&R Block tax office. Responsibilities include preparing complete tax returns for individuals and businesses, conducting client interviews to

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working 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

Responsabilités

• 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 HR 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

Connaissances

Tax knowledge assessment

Client interviewing

Tax preparation

IRS/state requirements

Communication skills

Formation

High school diploma or GED

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Outils

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by training and technology, with a competitive hourly rate and an incentive plan.

This role is in-person at a local H&R Block tax office. Responsibilities include preparing complete tax returns for individuals and businesses, conducting client interviews to