Seasonal, Lead Virtual Fulfillment Tax Professional

H&R Block•Remote, MO

2d•$25 - $38•Remote

About The Position

As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals focused on resolving complex tax matters. You will play a critical role in ensuring accurate tax outcomes, consistent client experiences, and strong team performance through virtual leadership, technical expertise, and ongoing coaching. This role combines people leadership with hands-on tax guidance and quality oversight in a fully virtual environment.

Requirements

High school diploma or equivalent
Ability to lead, motivate, and coach remote teams effectively
Excellent verbal, written, and interpersonal communication skills
Experience serving clients in a virtual or remote environment
Flexibility to work extended or varied hours during the seasonal period
Internet speed of at least 15 Mbps
Supervisory or people leadership experience
3 years of experience in tax preparation and/or tax research

Nice To Haves

Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
Circular 230 credential (attorney, EA or CPA)
Experience leading remote teams

Responsibilities

Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
Deliver training on tax policies, transcript analysis, virtual platforms, and workflow systems
Create, manage, and adjust team schedules to support coverage and performance goals
Monitor attendance, productivity, and compliance with virtual work expectations
Review performance metrics and provide timely coaching and feedback
Foster a collaborative and inclusive virtual work environment
Provide technical tax support and guidance on complex tax scenarios
Guide associates in interpreting IRS transcripts and identifying resolution opportunities
Ensure adherence to Internal Revenue Service requirements and company compliance standards
Support client escalations and virtual service delivery as needed