Seasonal Tax Pro: Complex Returns & Client Impact

H&R Block; Woodburn (OR); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block in Oregon is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and small businesses, conduct client interviews, and deliver personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, and provide IRS support and audit guidance as needed. This in-person role offers training and competitive hourly pay, with opportunities to grow in tax and financial services.

Qualifications

• 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 in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent required.

Responsibilities

• 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 and provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client-facing experience

Strong communication

Tax knowledge

Education

Bachelor’s degree (preferred)

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block in Oregon is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and small businesses, conduct client interviews, and deliver personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, and provide IRS support and audit guidance as needed. This in-person role offers training and competitive hourly pay, with opportunities to grow in tax and financial services.