Seasonal Tax Pro - Expert Advisor & Client Impact

H&R Block; Stayton (OR); Presencial; USD 28.000 - 48.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns, and uncover savings opportunities using industry-leading training and technology. This role is in-person at a local H&R Block tax office.

This position emphasizes conducting in-depth client interviews, delivering personalized recommendations, providing IRS support, and collaborating with a team to build lasting client relationships in a

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED 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-facing experience

Strong communication

Explain tax concepts clearly

Attention to detail

Educación

High school diploma / GED

Bachelor’s in accounting or finance

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

Ultratax

AI tools

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns, and uncover savings opportunities using industry-leading training and technology. This role is in-person at a local H&R Block tax office.

This position emphasizes conducting in-depth client interviews, delivering personalized recommendations, providing IRS support, and collaborating with a team to build lasting client relationships in a