Seasonal Tax Pro: Expert Client Advisory & Savings

H&R Block, Inc.; Central Point (OR); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Incentive plan

On-site training

Competitive hourly rate

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations at a local tax office. You will prepare accurate returns, conduct in-depth client interviews, and deliver clear, personalized recommendations to uncover tax savings opportunities.

You will provide IRS support when needed, collaborate with teammates, and contribute to a positive, client-focused environment, backed by training and an incentive plan.

Qualifications

• Experience in tax preparation and client-facing advisory roles.
• Ability to interview clients and understand tax implications.
• Compliance with IRS/state requirements and continuing education.

Responsibilities

• Prepare complete, accurate tax returns for diverse clients.
• Conduct client interviews to assess financial situations and tax implications.
• Provide tax savings recommendations and verbal/written guidance.
• Support clients and offer IRS guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Skills

Tax preparation

Communication skills

Client-facing experience

IRS/state requirements

Education

High school diploma

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations at a local tax office. You will prepare accurate returns, conduct in-depth client interviews, and deliver clear, personalized recommendations to uncover tax savings opportunities.

You will provide IRS support when needed, collaborate with teammates, and contribute to a positive, client-focused environment, backed by training and an incentive plan.