Tax Advisor — In-Person Role with Complex Returns

H&R Block; Medford (OR); On-site; USD 54,000 - 76,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to assist clients in Medford, Oregon. This in-person role will prepare complete tax returns for individuals and businesses, uncover savings opportunities, and deliver trusted guidance using our training and technology.

You will interview clients, provide personalized recommendations, and support tax notices or audits. The firm offers competitive pay, incentives, and opportunities to grow tax expertise.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns.
• Experience in client-facing advisory roles.
• Ability to explain tax concepts clearly to clients; strong communication skills.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

5+ years tax experience

Client-facing advisory experience

Strong communication skills

Continuing education compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to assist clients in Medford, Oregon. This in-person role will prepare complete tax returns for individuals and businesses, uncover savings opportunities, and deliver trusted guidance using our training and technology.

You will interview clients, provide personalized recommendations, and support tax notices or audits. The firm offers competitive pay, incentives, and opportunities to grow tax expertise.