Seasonal Tax Advisor — In-Person, Client Impact

H&R Block; Medford (OR); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block in Medford, OR is seeking an Experienced Tax Professional for a seasonal, in-person role. You will prepare complete tax returns for individuals and businesses, interview clients to understand finances, and provide clear, personalized tax recommendations.

You will also support clients with IRS issues and notice resolutions while building trusted relationships. Join a team that offers industry-leading training, competitive hourly pay, and an incentive plan to reward impact as you gain

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication; ability to 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 diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and life changes.
• Provide personalized recommendations and identify 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 to maintain a positive, client-focused office environment.

Skills

Client communication

Tax knowledge

Interpersonal skills

Time management

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

CPA/EA (preferred)

Tools

GoSystem

UltraTax

Copilot

ChatGPT

Job description

H&R Block in Medford, OR is seeking an Experienced Tax Professional for a seasonal, in-person role. You will prepare complete tax returns for individuals and businesses, interview clients to understand finances, and provide clear, personalized tax recommendations.

You will also support clients with IRS issues and notice resolutions while building trusted relationships. Join a team that offers industry-leading training, competitive hourly pay, and an incentive plan to reward impact as you gain