Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Westerly (RI); On-site; USD 25,000 - 35,000; Part time

Job summary

H&R Block in Westerly, RI is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns, interview clients to understand finances, and identify savings opportunities using Block's training and technology.

You'll build lasting relationships, provide IRS support and audit guidance when needed, and collaborate with a friendly team in a local office.

Qualifications

• Complete H&R Block Tax Knowledge Assessment or enrollment in the course
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

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 communication

Tax knowledge

Interviewing

Attention to detail

Advisory skills

Problem solving

Education

High school diploma or equivalent

Bachelor’s degree in accounting, finance or related field

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

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Westerly, RI is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns, interview clients to understand finances, and identify savings opportunities using Block's training and technology.

You'll build lasting relationships, provide IRS support and audit guidance when needed, and collaborate with a friendly team in a local office.