Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Sanford (ME); On-site; USD 207,000 - 11,021,000; Full time

Job summary

H&R Block is seeking an Experienced Tax Professional for an in-person, seasonal role in Sanford, ME. You will prepare diverse tax returns, interview clients to understand finances, and offer personalized recommendations with guidance on tax savings and products.

You’ll leverage training and technology to deliver accurate results, support IRS processes, and build lasting client relationships in a collaborative office setting.

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative or advisory role.
• Strong ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and give recommendations.
• Build trusted client relationships and highlight tax savings and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive office environment.

Skills

Client-facing communication

Verbal and written communication

Interviewing_clients

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for an in-person, seasonal role in Sanford, ME. You will prepare diverse tax returns, interview clients to understand finances, and offer personalized recommendations with guidance on tax savings and products.

You’ll leverage training and technology to deliver accurate results, support IRS processes, and build lasting client relationships in a collaborative office setting.