Oregon Resident Consultant (RC) Job
As an Oregon Licensed Tax Consultant (LTC), you are a seasoned tax professional with the legal authority to prepare, advise on, and supervise personal income tax services in Oregon. You bring advanced expertise, leadership, and strategic insight to our tax offices, ensuring compliance, quality, and exceptional client service. LTCs serve as consultants in residence, providing oversight and guidance to Licensed Tax Preparers (LTPs) and leading complex tax engagements.
Serve as the consultant in residence, physically present at the principal or branch office at least 50% of the time during peak season and monthly for year-round offices.
Provide direct supervision and support to Licensed Tax Preparers (LTPs), ensuring compliance with Oregon regulations and H&R Block standards.
Advanced Tax Preparation & Filing
Prepare and review complex individual and business tax returns.
Analyze financial data, calculate tax liabilities, and ensure accurate filing with federal and state agencies.
Resolve escalated tax issues and ensure quality control across all returns.
Expert Tax Advice & Planning
Deliver strategic tax advice to clients year-round, including guidance on deductions, life events (e.g., Develop long-term tax planning strategies to help clients reduce taxable income and defer liabilities.
Tax Law Research & Compliance
Stay current on federal and Oregon tax laws, regulations, and industry trends.
Conduct research to ensure clients benefit from all legal tax-saving opportunities and remain compliant.
Active Oregon Licensed Tax Consultant (LTC) certification.
Proven experience in complex tax preparation and client advisory.
Medical Consultant Remote • Woodburn, OR, US