Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Milwaukie (OR); On-site; USD 30,000 - 52,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to join a local tax office in-person. You will prepare comprehensive tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations.

The role emphasizes delivering empathetic, consultative service while adhering to IRS/state requirements. The position provides industry-leading training, a competitive hourly rate, and an incentive plan tied to impact and

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all IRS and applicable state requirements.

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 preparation

Client interviews

IRS knowledge

Communication skills

Advisory mindset

Education

High school diploma or equivalent

Bachelor's degree (accounting/finance)

CPA/EA credential (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to join a local tax office in-person. You will prepare comprehensive tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations.

The role emphasizes delivering empathetic, consultative service while adhering to IRS/state requirements. The position provides industry-leading training, a competitive hourly rate, and an incentive plan tied to impact and