Seasonal Tax Pro: Trusted Advisor & Savings Expert

H&R Block, Inc.; Auburn (ME); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block in Auburn, ME is seeking a seasonal Experienced Tax Professional to prepare returns and deliver consultative service to clients in person at a local office.

You will interview clients to understand financial situations, identify tax-saving opportunities, and build lasting relationships while leveraging H&R Block training and technology. This is a seasonal, in-office role with incentive opportunities.

Qualifications

• Must complete H&R Block Tax Knowledge Assessment 1.
• At least 1 year of tax preparation or related experience, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct in-depth client interviews to understand financials and tax implications; provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Skills

Communication skills

Tax preparation

Client interaction

Advisory/consultative experience

Attention to detail

Education

High school diploma or GED

Bachelor's degree (preferred)

CPA or Enrolled Agent (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Auburn, ME is seeking a seasonal Experienced Tax Professional to prepare returns and deliver consultative service to clients in person at a local office.

You will interview clients to understand financial situations, identify tax-saving opportunities, and build lasting relationships while leveraging H&R Block training and technology. This is a seasonal, in-office role with incentive opportunities.