Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Woodburn (OR); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional for an in-person role at a local tax office in Oregon.

You will prepare complex individual and business returns, interview clients to gauge financial situations, and offer personalized tax-saving strategies while building lasting client relationships. The position emphasizes accurate tax filing, clear explanations of tax concepts, and adherence to IRS/state requirements.

Qualifications

• 1 year of tax preparation or related experience
• Experience in client-facing advisory roles
• Must complete required IRS/state CE
• High school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for diverse situations
• Interview clients to assess tax situations and provide recommendations
• Identify tax savings opportunities and cross-sell HR Block products
• Provide IRS notice support and audit guidance as needed
• Collaborate with team to maintain a positive office environment

Skills

Client interviews

Communication skills

IRS/state requirements knowledge

In-person advisory

Education

High school diploma/GED

Bachelor's (preferred)

Tools

GoSystem/UltraTax

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional for an in-person role at a local tax office in Oregon.

You will prepare complex individual and business returns, interview clients to gauge financial situations, and offer personalized tax-saving strategies while building lasting client relationships. The position emphasizes accurate tax filing, clear explanations of tax concepts, and adherence to IRS/state requirements.