Seasonal Tax Pro — Expert Returns & Client Guidance

H&R Block, Inc.; Oregon City (OR); On-site; USD 20,000 - 32,000; Part time

Job summary

H&R Block in Oregon City seeks an Experienced Tax Professional to prepare complete tax returns, interview clients, and provide personalized recommendations. You will help clients navigate complex tax situations, uncover savings opportunities, and support clients through IRS notices, with training and a competitive hourly rate.

This in-person, seasonal role emphasizes build­ing lasting client relationships and leveraging Block’s technology and resources to enhance service quality.

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

GoSystem/UltraTax experience

AI tools familiarity

IRS/state compliance knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

UltrasTax

Job description

H&R Block in Oregon City seeks an Experienced Tax Professional to prepare complete tax returns, interview clients, and provide personalized recommendations. You will help clients navigate complex tax situations, uncover savings opportunities, and support clients through IRS notices, with training and a competitive hourly rate.

This in-person, seasonal role emphasizes build­ing lasting client relationships and leveraging Block’s technology and resources to enhance service quality.