Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Baker City (OR); On-site; USD 30,000 - 48,000; Part time

Job summary

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional in Oregon to prepare returns and advise clients on tax implications. The role emphasizes accurate filings and client-focused service delivered in person at a local tax office.

You'll interview clients, identify tax savings, and leverage H&R Block training and technology to deliver reliable results while building long-term relationships within the community.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation experience, including individual and business returns.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; explains 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 situations.
• Conduct client interviews to understand finances and tax implications.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Tax preparation

Client advisory

Communication

IRS/state rules

Education

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional in Oregon to prepare returns and advise clients on tax implications. The role emphasizes accurate filings and client-focused service delivered in person at a local tax office.

You'll interview clients, identify tax savings, and leverage H&R Block training and technology to deliver reliable results while building long-term relationships within the community.