Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Manchester (CT); On-site; USD 25,000 - 41,000; Part time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews and provide personalized recommendations, building trusted relationships and spotting tax savings within H&R Block products.

This in-person role at a local H&R Block tax officeoffers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1.
• 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.

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

Client interviews

Communication

Advisory experience

Education

High school diploma

Bachelor's degree (preferred)

CPA or EA (preferred)

CPA or Enrolled Agent (EA)

H&R Block Tax Knowledge Assessment

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews and provide personalized recommendations, building trusted relationships and spotting tax savings within H&R Block products.

This in-person role at a local H&R Block tax officeoffers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as