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Insurance Advisor Agent Jobs in Oregon (NOW HIRING)

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...

H&R Block

Block Advisors Tax Advisor

Milwaukie, OR · On-site

Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...

H&R Block

Block Advisors Tax Advisor

Banks, OR · On-site

Bachelor's degree in accounting, finance, or a related field * CPA or Enrolled Agent (EA), or other ... Experience in a consultative or advisory client relationship role (financial advising, insurance ...

PLACE

Real Estate Agent

Portland, OR · On-site +1

$50K - $99K/yr

... insurance, profit sharing, vesting programs, and unique real estate investment opportunities ... Advise buyers, secure signed buyer agreements, and assist in identifying suitable properties

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Insurance Advisor Agent information

How does an insurance advisor agent get paid?

An insurance advisor agent typically earns commissions based on the insurance policies they sell, which are paid by the insurance companies. Some agents also receive bonuses or incentives for meeting sales targets and may earn fees for additional services or consultations. Compensation structures can vary depending on the employer and the type of insurance sold.

What cities in Oregon are hiring for Insurance Advisor Agent jobs?

Cities in Oregon with the most Insurance Advisor Agent job openings:

Infographic showing various Insurance Advisor Agent job openings in Oregon as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Block Advisors Tax Advisor

Portland, OR • On-site

H&R Block
Accounting Services • 1 - 5K employees
Learn more about H&R Blockexternal

Full-time

Posted 8 days ago

H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 295 frontline employees who took The Breakroom Quiz

149th of 154 rated financial services

Job description

About the Role
As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.
  • 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, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
  • 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

Required Qualifications
  • Successful completion of the H&R Block Tax Knowledge Assessment¹
  • 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
  • Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
  • 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

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials
  • Familiarity with GoSystem or Ultratax software
  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
¹ - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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