Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Montville (CT); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block, Inc. in Montville, CT is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and identify tax savings opportunities. You will build lasting client relationships and contribute to a collaborative office environment.

Role emphasizes client-focused advisory service, tax planning, and IRS support, with comprehensive training and competitive pay. This is an in-person position at a local H&R Block 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 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

Tax knowledge

Client communication

IRS/email language

Education

High school diploma

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. in Montville, CT is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and identify tax savings opportunities. You will build lasting client relationships and contribute to a collaborative office environment.

Role emphasizes client-focused advisory service, tax planning, and IRS support, with comprehensive training and competitive pay. This is an in-person position at a local H&R Block tax office.