Seasonal Tax Pro: Expert Returns & Client Advice

H&R Block, Inc.; Lewiston (ME); On-site; USD 2,080,000 - 11,021,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax implications.

This in-person role at a local H&R Block office involves deep client interviews to tailor recommendations and uncover savings opportunities, supported by training and technology. Key requirements include tax knowledge assessment success, 1+ year in tax prep or related fields, and strong communication.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Experience preparing individual and business tax returns; minimum 1 year.
• Client facing, consultative or advisory experience.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financials and life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Education

High school diploma / GED

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax implications.

This in-person role at a local H&R Block office involves deep client interviews to tailor recommendations and uncover savings opportunities, supported by training and technology. Key requirements include tax knowledge assessment success, 1+ year in tax prep or related fields, and strong communication.