Seasonal Tax Pro: Expert Prep & Client Advisory

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

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations.

You will interview clients to understand finances, offer personalized recommendations, and identify tax savings opportunities while using leading training and technology. You will collaborate with teammates in a local in-person office, provide IRS support and audit guidance as needed, and help build lasting client relationships through consultative

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
• Bachelor’s degree in accounting, finance or a related field
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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 communication

Client facing experience

Attention to detail

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for clients with diverse and complex situations.

You will interview clients to understand finances, offer personalized recommendations, and identify tax savings opportunities while using leading training and technology. You will collaborate with teammates in a local in-person office, provide IRS support and audit guidance as needed, and help build lasting client relationships through consultative