Seasonal In-Person Tax Pro: Expert Prep & Client Advisory

H&R Block; Corvallis (OR); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns, conduct client interviews, and deliver personalized recommendations using our training and technology.

This in-person role at a local H&R Block tax office emphasizes building trusted relationships, uncovering savings opportunities, and providing IRS support when needed.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in client-facing advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must meet IRS/state continuing education requirements
• High school diploma or GED required

Responsibilities

• Prepare complete and accurate tax returns for individuals and small businesses
• Conduct client interviews to understand financial situations and tax implications
• Identify tax savings opportunities and suggest H&R Block products
• Provide IRS notices support and audit guidance as needed
• Collaborate with office team to maintain a positive client-focused environment

Skills

Client-facing

Communication

Tax knowledge

IRS rules

Education

High school diploma or GED

Bachelor's degree preferred

CPA or EA credential

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You'll prepare accurate returns, conduct client interviews, and deliver personalized recommendations using our training and technology.

This in-person role at a local H&R Block tax office emphasizes building trusted relationships, uncovering savings opportunities, and providing IRS support when needed.