Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Burns (OR); Presencial; USD 35.000 - 55.000; Jornada completa

Descripción de la vacante

H&R Block in Oregon seeks a seasonal Experienced Tax Professional to guide clients through complex returns, interview to understand finances, and provide clear recommendations. You’ll leverage tax knowledge and leading software to maximize savings and ensure compliance.

This in-person role emphasizes building trusted relationships, delivering empathetic service, and contributing to a supportive, growth‑oriented office environment with industry training and competitive hourly pay plus

Formación

• 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

Responsabilidades

• 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

Conocimientos

Client communication

Tax knowledge

Attention to detail

IRS rules familiarity

Oral & written communication

Continued education compliance

Educación

High school diploma or GED

Bachelor’s degree (preferred)

Herramientas

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block in Oregon seeks a seasonal Experienced Tax Professional to guide clients through complex returns, interview to understand finances, and provide clear recommendations. You’ll leverage tax knowledge and leading software to maximize savings and ensure compliance.

This in-person role emphasizes building trusted relationships, delivering empathetic service, and contributing to a supportive, growth‑oriented office environment with industry training and competitive hourly pay plus