Seasonal, Lead Virtual Tax Professional

H&R Block • Remote, MO

7d • $25 - $38 • Remote

About The Position

As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals delivering Second Look reviews and resolving complex tax matters. The role combines virtual people leadership with hands-on tax guidance and quality oversight to support accurate tax outcomes, consistent client experiences, and strong team performance. You will recruit and hire seasonal professionals, train and coach the team, manage schedules and performance, provide technical tax support, and assist with escalations 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.
• Three years of experience in tax preparation and/or tax research.

Nice To Haves

• Bachelor’s degree in a related field, or equivalent through a combination of education and related work experience.
• Circular 230 credential (attorney, EA, or CPA).
• Experience leading remote teams.
• Experience with artificial intelligence or other digital productivity tools.
• Prior Team Lead experience.

Responsibilities

• Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs.
• Train team members on tax policies, Second Look review methodology, 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.

Benefits

• Competitive pay and comprehensive benefits.
• Medical and prescription drug coverage for qualifying associates and eligible dependents.
• H&R Block Retirement Savings Plan (401(k) Plan).
• Employee Assistance Program.
• Virtual fitness center programs.
• Associate discount program.
• Business Travel Accident Insurance.
• Associate Tax Prep benefit.
• Potential participation in incentive compensation or short-term incentive plans.

What This Job Offers

• Career Level: Manager
• Education Level: High school or GED