Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lebanon (OR); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block in Oregon is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations while building lasting client relationships.

This in-person role at a local H&R Block office offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you grow your tax expertise and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication skills.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED is 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

Client-facing experience

Communication skills

IRS/state requirements awareness

Education requirements

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Oregon is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations while building lasting client relationships.

This in-person role at a local H&R Block office offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you grow your tax expertise and