Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block, Inc.; Shelton (CT); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block in Shelton, CT is seeking a Seasonal Experienced Tax Professional to provide expert tax preparation for individuals and small businesses. You will interview clients, analyze financial situations, and deliver clear recommendations while upholding our standards of accuracy and client service.

This in-person role offers competitive hourly pay, with an incentive plan, extensive training, and opportunities to grow in tax and financial services as you serve clients and build lasting

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 1+ year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide clear, personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Tax knowledge

Client interviewing

Regulatory compliance

Communication

Education

High school diploma or GED

Bachelor's degree preferred

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Shelton, CT is seeking a Seasonal Experienced Tax Professional to provide expert tax preparation for individuals and small businesses. You will interview clients, analyze financial situations, and deliver clear recommendations while upholding our standards of accuracy and client service.

This in-person role offers competitive hourly pay, with an incentive plan, extensive training, and opportunities to grow in tax and financial services as you serve clients and build lasting