Seasonal Tax Professional - Earn, Grow & Help Clients

H&R Block, Inc.; Kennebunk (ME); Sur place; USD 28 000 - 110 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and uncover savings opportunities for clients in a local in-person office. You will interview clients to understand their financial situations and provide clear, personalized recommendations, while building lasting relationships.

You will deliver empathetic, consultative service, support IRS inquiries, and collaborate with a team in a client-focused environment.

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
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Responsabilités

• 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

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and uncover savings opportunities for clients in a local in-person office. You will interview clients to understand their financial situations and provide clear, personalized recommendations, while building lasting relationships.

You will deliver empathetic, consultative service, support IRS inquiries, and collaborate with a team in a client-focused environment.