Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Sanford (ME); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients. You will conduct detailed interviews, identify savings opportunities, and build lasting client relationships while leveraging Block’s training and technology.

This is an in-person role at a local H&R Block tax office. Candidates should have tax experience, strong communication skills, and the ability to explain tax concepts clearly.

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

Tax preparation

Client communication

IRS/state requirements

Tax knowledge assessment

Going systems knowledge

Education

Bachelor’s degree in accounting

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complex tax returns and advise clients. You will conduct detailed interviews, identify savings opportunities, and build lasting client relationships while leveraging Block’s training and technology.

This is an in-person role at a local H&R Block tax office. Candidates should have tax experience, strong communication skills, and the ability to explain tax concepts clearly.