Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Keizer (OR); On-site; USD 30,000 - 41,000; Part time

Benefits offered by this job

Competitive hourly rate

In-person role

Job summary

H&R Block, in-person seasonal Experienced Tax Professional role in Oregon, prepares tax returns for individuals and businesses, interviews clients to assess financial situations, and offers personalized tax-saving recommendations. You’ll deliver empathetic service and leverage Block’s training and tools to guide clients through compliance and planning.

Role emphasizes building lasting client relationships, advancing tax expertise, and contributing to a high-performing local office with

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

Education

High school diploma

Bachelor's degree

Tools

GoSystem

Ultratax

Job description

H&R Block, in-person seasonal Experienced Tax Professional role in Oregon, prepares tax returns for individuals and businesses, interviews clients to assess financial situations, and offers personalized tax-saving recommendations. You’ll deliver empathetic service and leverage Block’s training and tools to guide clients through compliance and planning.

Role emphasizes building lasting client relationships, advancing tax expertise, and contributing to a high-performing local office with