Seasonal Tax Pro: Complex Returns & Client Advisory

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

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to assess financial situations and offer clear, personalized recommendations.

This in-person role at a local H&R Block tax office includes training, a competitive hourly rate, and an incentive plan rewarding impact as you build tax expertise while serving clients.

Qualifications

• 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
• 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-facing experience

Verbal & written communication

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to assess financial situations and offer clear, personalized recommendations.

This in-person role at a local H&R Block tax office includes training, a competitive hourly rate, and an incentive plan rewarding impact as you build tax expertise while serving clients.