Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Damascus (OR); On-site; USD 35,000 - 55,000; Full time

Job summary

H&R Block in Oregon is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, conduct client interviews, and provide clear, personalized tax guidance with our training and tools.

You will identify tax savings opportunities, support clients through notices, and collaborate with teammates to deliver trusted, empathetic, advisory service in a busy, in-person office.

Qualifications

• 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 experience

Communication

Tax knowledge

IRS/state requirements

Education

Bachelor's degree in accounting or related field

Job description

H&R Block in Oregon is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, conduct client interviews, and provide clear, personalized tax guidance with our training and tools.

You will identify tax savings opportunities, support clients through notices, and collaborate with teammates to deliver trusted, empathetic, advisory service in a busy, in-person office.