Seasonal Tax Pro — Trusted Advisor & Prep Expert

H&R Block, Inc.; Wolcott (CT); On-site; USD 30,000 - 41,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses in a local office. You will interview clients to understand financial situations and provide personalized recommendations while building lasting relationships.

You will help identify tax savings opportunities, explain complex concepts in clear language, and stay compliant with IRS/state requirements through ongoing education and training.

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

Interviewing clients

Attention to detail

Consultative advisory

Education

Bachelor's degree in accounting/finance (preferred)

High school diploma or GED

CPA/EA or IRS Circular 230 credential (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses in a local office. You will interview clients to understand financial situations and provide personalized recommendations while building lasting relationships.

You will help identify tax savings opportunities, explain complex concepts in clear language, and stay compliant with IRS/state requirements through ongoing education and training.