Seasonal Tax Pro: Expert Returns & Client Advisory

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

Benefits offered by this job

Competitive hourly pay

Incentive plan

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations in person at a local office. You will interview clients to understand finances, offer tailored recommendations, and build lasting relationships while leveraging top training and technology.

The role emphasizes tax savings opportunities, client-focused service, and potential eligibility for incentive plans based on impact and performance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 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.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• 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

Tax Knowledge Assessment

Tax preparation

Client-facing

IRS requirements

Communication skills

GoSystem

Ultratax

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 and guide clients through complex tax situations in person at a local office. You will interview clients to understand finances, offer tailored recommendations, and build lasting relationships while leveraging top training and technology.

The role emphasizes tax savings opportunities, client-focused service, and potential eligibility for incentive plans based on impact and performance.