Seasonal Tax Pro: Client Advisory & Savings Expert

H&R Block; Lewiston (ME); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block in Lewiston, ME seeks a seasonal experienced tax professional to advise clients, prepare accurate returns, and identify savings opportunities. You’ll be supported by industry-leading training, technology, and an incentive plan that rewards impact as you grow your tax expertise and serve clients.

You’ll interview clients, handle diverse tax situations, and deliver empathetic, consultative service while building lasting relationships in a dynamic office setting.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping (including returns)
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

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-facing experience

Communication skills

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Lewiston, ME seeks a seasonal experienced tax professional to advise clients, prepare accurate returns, and identify savings opportunities. You’ll be supported by industry-leading training, technology, and an incentive plan that rewards impact as you grow your tax expertise and serve clients.

You’ll interview clients, handle diverse tax situations, and deliver empathetic, consultative service while building lasting relationships in a dynamic office setting.