Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block, Inc.; New Milford (CT); On-site; USD 30,000 - 55,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete returns for individuals and small businesses. You will interview clients, identify tax savings opportunities, and deliver clear, client-focused guidance at a local office.

You’ll benefit from industry-leading training, technology, and an incentive plan while working in person, building tax expertise and client relationships in a supportive team environment.

Qualifications

• High school diploma or equivalent required.
• 1+ year of tax prep or related experience; individual and business returns.
• Experience in client-facing advisory roles.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and IRS/state requirements.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and implications.
• Identify tax savings opportunities and recommend H&R Block products.
• Provide IRS support, tax notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Client interviewing

Verbal communication

IRS concepts explained

Education

High school diploma / GED

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete returns for individuals and small businesses. You will interview clients, identify tax savings opportunities, and deliver clear, client-focused guidance at a local office.

You’ll benefit from industry-leading training, technology, and an incentive plan while working in person, building tax expertise and client relationships in a supportive team environment.