Seasonal Tax Pro: Expert Returns & Client Advisory

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

Benefits offered by this job

Incentive plan

Competitive pay (hourly)

Job summary

H&R Block in Newcastle, ME is seeking an Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to interview clients to understand their financial situations.

You\'ll build trusted relationships, offer personalized recommendations, and leverage training and technology to deliver high-quality service and identify tax savings opportunities while working in a local office.

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
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive, client-focused office environment
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities

Skills

Communication skills

Client facing experience

Tax knowledge

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Newcastle, ME is seeking an Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to interview clients to understand their financial situations.

You\'ll build trusted relationships, offer personalized recommendations, and leverage training and technology to deliver high-quality service and identify tax savings opportunities while working in a local office.