Pre-Season Tax Professional

H&R Block

Waterford, CTJobNo compensation foundPosted 4mo agoSeen in employer's feed 4 days ago

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At a glance

Compensation

No compensation found

Location

Waterford, CT

Work Authorization

Not specified

Requirements

Credentials this posting asks for.

H&R Block Tax Knowledge Assessment

Job overview

H&R Block is hiring a Pre-Season Tax Professional. The Pre-Season Tax Professional conducts tax interviews with clients, aiming to increase client retention and offer additional products and services. This role also supports business growth through sales activities, provides IRS audit support, and contributes to the development of tax expertise. The professional will also mentor and support teammates.

Key focus areas include Conduct tax interviews with clients, Increase retention of all clients, and Offer additional products and services.

Successful candidates bring High School Diploma, Experience Completing Individual Returns, and Tax Knowledge Assessment Completion. Important skills include Effective Communication. Preferred (not required): Tax Interviews, Client Retention, Business Growth, and Business To Business Sales.

Skills & qualifications

RequiredNice to have

Skills

Effective CommunicationTax InterviewsClient RetentionBusiness GrowthBusiness to Business SalesIRS Audit SupportTax ExpertiseCoachingWindows-Based Computer SystemCustomer Service

Qualifications

High School Diploma or EquivalentExperience Completing Individual ReturnsTax PlanningAudit SupportH&R Block Tax Knowledge AssessmentIncome Tax CourseWork in Multiple LocationsWork Multiple Hours

Benefits

Medical Insurance

401(k) Match

Full job description

About the Role

Conduct tax interviews with clients
Increase retention of all clients
Offer additional products and services
Generate business growth by supporting business to business sales activities
Provide IRS audit support & attend audits as needed
Further develop tax expertise
Mentor and support teammates

Required Qualifications

High School Diploma or equivalent
Experience completing individual returns
Tax planning and audit support
Ability to effectively communicate in person and in writing
Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
Additional experience for this position is acquired through training upon hiring

Preferred Qualifications

Knowledge and experience with a Windows-based computer system
Experience working in a fast-paced customer service environment
Availability to work in multiple locations and/multiple hours

Why work for us

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.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.