Experienced Tax Professional at H&R Block | CT, US | Rezi

Experienced Tax Professional at H&R Block

Experienced Tax Professional

H&R Block · CT, US

Today

Experienced Tax Professional

H&R Block · CT, US

2 hours ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local H&R Block tax office.

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

Requirements

  • 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

Skills

  • Tax preparation
  • Accounting
  • Finance
  • Bookkeeping
  • Client-facing communication
  • Consultative skills
  • Advisory skills
  • Verbal communication
  • Written communication
  • Tax concepts explanation
  • Continuing education
  • IRS requirements
  • State tax requirements
  • Complex returns preparation
  • Tax planning
  • Audit support
  • Tax notice resolution
  • GoSystem software familiarity
  • Ultratax software familiarity
  • AI-powered tools familiarity

Location

  • In-person at a local H&R Block tax office

Work Type

  • Seasonal
  • In-person

Experience Level

  • Experienced
  • Minimum 1 year of experience

Education Level

  • High school diploma / GED / equivalent
  • Bachelor’s degree in accounting, finance or a related field (Preferred)

Salary/Compensations

  • Competitive hourly rate

Benefits

  • Incentive plan

About the Company

  • At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere.
  • For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
  • We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.