Seasonal Tax Pro: Client Advisory & Savings

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Job summary

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complex returns, interview clients to understand financial situations, and offer personalized tax-saving strategies.

The position emphasizes client relationships and uses leading training and technology to support your accuracy and growth. The role rewards your impact with a competitive hourly rate and an incentive plan as you build tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation or related fields.
• Experience in a client-facing, consultative role.
• Excellent verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and needs.
• Identify tax savings opportunities and present recommendations.
• Provide IRS support, notices help, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Tax knowledge

Client communication

IRS guidance

Advisory expertise

Education

High school diploma

Bachelor’s degree (preferred)

CPA / EA or IRS Circular 230 credential (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office. You will prepare complex returns, interview clients to understand financial situations, and offer personalized tax-saving strategies.

The position emphasizes client relationships and uses leading training and technology to support your accuracy and growth. The role rewards your impact with a competitive hourly rate and an incentive plan as you build tax expertise and serve clients.