Seasonal Tax Pro: Complex Returns & Client Growth

H&R Block, Inc.; Lincoln (ME); On-site; USD 21,000 - 22,000; Full time

Job summary

H&R Block in Lincoln, Maine is seeking a seasonal, experienced Tax Professional to build strong client relationships and deliver advanced tax services with a supportive team. You will conduct interviews, prepare returns, and help drive growth while assisting clients with IRS-related matters.

Qualifications include a Bachelor’s in accounting or related field, CPA/EA certification preferred, and 5+ years in accounting/tax. The role uses virtual tools for interviews and client interactions.

Qualifications

• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience.

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support (including audit representation where applicable).

Skills

Virtual tax interviews

Client relationship building

Communication skills

Education

Bachelor’s degree in accounting or related field

High school diploma / equivalent or higher

Job description

H&R Block in Lincoln, Maine is seeking a seasonal, experienced Tax Professional to build strong client relationships and deliver advanced tax services with a supportive team. You will conduct interviews, prepare returns, and help drive growth while assisting clients with IRS-related matters.

Qualifications include a Bachelor’s in accounting or related field, CPA/EA certification preferred, and 5+ years in accounting/tax. The role uses virtual tools for interviews and client interactions.