Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Keizer (OR); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate returns for individuals and businesses, conducting client interviews and delivering personalized tax guidance.

You will help clients uncover savings opportunities, provide IRS support, and collaborate with a team in a local office, with training and advanced technology to back your work. This in-person role offers competitive pay, an incentive plan, and a path to grow in tax and financial services.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation and related fields, including individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or 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

Tax knowledge assessment

Tax preparation

Client facing

Communication

Continuing education

High school diploma

Education

Bachelor's degree in accounting or 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 prepare complete, accurate returns for individuals and businesses, conducting client interviews and delivering personalized tax guidance.

You will help clients uncover savings opportunities, provide IRS support, and collaborate with a team in a local office, with training and advanced technology to back your work. This in-person role offers competitive pay, an incentive plan, and a path to grow in tax and financial services.