Seasonal Tax Pro: Expert Returns & Client Guidance

H&R Block; Hartford (CT); On-site; USD 34,000 - 48,000; Part time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and build lasting relationships. You'll be supported by industry-leading training, tools, and an incentive plan as you grow your tax expertise.

This in-person role emphasizes client interviews, personalized recommendations, and proactive tax savings opportunities, with a focus on service excellence and collaboration within a

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

Client communication

Tax knowledge

Consultative advisory experience

IRS/state requirements knowledge

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and build lasting relationships. You'll be supported by industry-leading training, tools, and an incentive plan as you grow your tax expertise.

This in-person role emphasizes client interviews, personalized recommendations, and proactive tax savings opportunities, with a focus on service excellence and collaboration within a