Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Prineville (OR); Vor Ort; USD 28.000 - 39.000; Vollzeit

Zusammenfassung

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Oregon. You will prepare complete, accurate tax returns for individuals and businesses, conduct thorough client interviews, and offer personalized recommendations to uncover tax savings opportunities.

The position emphasizes empathetic, consultative service and collaboration with the team, supported by H&R Block training and technology.

Qualifikationen

• Completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, able to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Kenntnisse

Client interviews

Tax knowledge

Communication skills

Consultative service

IRS guidance

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Oregon. You will prepare complete, accurate tax returns for individuals and businesses, conduct thorough client interviews, and offer personalized recommendations to uncover tax savings opportunities.

The position emphasizes empathetic, consultative service and collaboration with the team, supported by H&R Block training and technology.