Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Canby (OR); On-site; USD 23,000 - 36,000; Full time

Job summary

H&R Block seeks a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and offer clear, personalized recommendations.

This in-person role focuses on delivering tax savings opportunities, providing IRS support as needed, and collaborating with a team to maintain a positive, client-focused environment while leveraging training and technology.

Qualifications

• Completed tax knowledge assessment or equivalent proved readiness.
• At least 1 year in tax preparation or related accounting roles with returns for individuals and/or businesses.
• Ability to explain tax concepts clearly to clients in plain language.
• Meet IRS/state requirements and ongoing continuing education.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and guide recommendations.
• Build trusted client relationships and identify tax savings opportunities and products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team, share knowledge, and maintain a positive office environment.

Skills

Verbal communication

Written communication

Client-facing experience

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block seeks a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand their financial situations, and offer clear, personalized recommendations.

This in-person role focuses on delivering tax savings opportunities, providing IRS support as needed, and collaborating with a team to maintain a positive, client-focused environment while leveraging training and technology.