Seasonal Tax Pro: Trusted Advisor & Prep Expert

H&R Block, Inc.; La Grande (OR); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block is hiring a seasonal Experienced Tax Professional to prepare complete returns and deliver personalized guidance in a local, in-person tax office. You will interview clients to understand their financial situations and advise on tax implications while identifying savings opportunities and suggesting relevant H&R Block products.

The role emphasizes client-focused service, training, and use of leading tax software.

Qualifications

• Proven ability to prepare individual and business returns.
• Experience working in a client-facing advisory role.
• Completion of H&R Block Tax Knowledge Assessment.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand finances and provide recommendations.
• Identify tax savings opportunities and promote H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Client-facing experience

Tax knowledge assessment completed

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

GoSystem

UltraTax

Job description

H&R Block is hiring a seasonal Experienced Tax Professional to prepare complete returns and deliver personalized guidance in a local, in-person tax office. You will interview clients to understand their financial situations and advise on tax implications while identifying savings opportunities and suggesting relevant H&R Block products.

The role emphasizes client-focused service, training, and use of leading tax software.