Seasonal Tax Pro: Expert Advisor for Clients

H&R Block, Inc.; Happy Valley (OR); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block in Oregon is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and offer personalized recommendations, backed by industry-leading training and technology.

This in-person role provides an hourly rate and an incentive plan that rewards your impact as you build tax expertise and serve clients. You'll join a supportive, client-focused office environment.

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 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

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 — 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

Skills

Client facing

Communication skills

Tax knowledge

Interviewing clients

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block in Oregon is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and offer personalized recommendations, backed by industry-leading training and technology.

This in-person role provides an hourly rate and an incentive plan that rewards your impact as you build tax expertise and serve clients. You'll join a supportive, client-focused office environment.