Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; New Britain (CT); On-site; USD 30,000 - 48,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns, uncover savings opportunities, and build lasting client relationships at a local tax office in Connecticut. You'll use industry-leading training and technology to serve clients with confidence and accuracy throughout the tax season.

Responsibilities include interviewing clients to understand financial situations, preparing complex individual and business returns, advising on tax implications, and delivering

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
• 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 interviewing

Tax knowledge

Communication

Customer service

Education

High school diploma / GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns, uncover savings opportunities, and build lasting client relationships at a local tax office in Connecticut. You'll use industry-leading training and technology to serve clients with confidence and accuracy throughout the tax season.

Responsibilities include interviewing clients to understand financial situations, preparing complex individual and business returns, advising on tax implications, and delivering