Associate Manager, Virtual Tax

H&R Block•Remote, MO

1d•$62,800 - $94,200•Remote

About The Position

The Associate Manager, Virtual Tax leads a team of Virtual Tax Professionals in a fully remote environment, providing day-to-day leadership, coaching, and operational oversight to drive exceptional client experiences, quality tax preparation, productivity, and business results. This role partners closely with District General Managers, cross-functional leaders, and support teams to execute tax preparation strategies, develop and support associates, ensure operational excellence, and drive continuous improvement across virtual tax operations.

Requirements

3+ years of tax preparation experience
2+ years of leadership, coaching, or management experience
Strong understanding of individual income tax preparation and IRS regulations
Excellent communication, organizational, and problem-solving skills
Ability to lead and motivate employees in a virtual environment
Proficiency with Microsoft Teams, Outlook, Excel, and digital collaboration tools
Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

Enrolled Agent (EA), CPA, or other advanced tax credentials
Experience leading remote or virtual teams
Experience managing productivity, quality, and client satisfaction metrics
Prior experience in retail, virtual tax preparation, or client service operations

Responsibilities

Lead, coach, and develop a team of Virtual Tax Professionals through performance management, career development, and ongoing coaching
Foster a positive, high-performing virtual work environment while recognizing success and addressing performance concerns appropriately
Manage daily operations, including staffing, workload distribution, productivity, service levels, and key performance metrics
Ensure timely and accurate tax return and client deliverables while maintaining strong tax law and procedural expertise
Champion a client-first culture by resolving escalated client concerns and driving continuous improvements to client satisfaction outcomes
Ensure compliance with tax regulations, quality standards, company policies, certifications, and required training
Provide guidance and support to tax professionals on complex tax situations and quality review efforts
Support recruiting, interviewing, hiring, onboarding, and workforce planning for peak and non-peak seasons
Identify and implement process improvements in partnership with technology, operations, and training teams to enhance virtual tax workflows
Support testing, adoption, and implementation of new tools, programs, and business initiatives while driving accountability to operational goals