Seasonal, Lead Virtual Tax Professional

H&R Block

7h • Remote

About The Position

The Seasonal, Lead Virtual Tax Professional leads a remote team of Virtual Tax Professionals dedicated to delivering Second Look reviews, resolving complex tax issues, and driving exceptional client outcomes. This role emphasizes virtual leadership, tax expertise, quality assurance, and team performance coaching.

Requirements

• Supervisory experience preferred
• Strong communication skills
• Ability to lead remote teams
• Tax preparation expertise with 3+ years experience
• Experience serving clients virtually
• Flexibility for seasonal hours
• Internet speed of at least 15 Mbps

Nice To Haves

• Circular 230 credentials
• Experience leading remote teams.
• Bachelor's degree in relevant field

Responsibilities

• Recruit, interview, and hire seasonal Virtual Tax Professionals
• Deliver training on tax policies, Second Look methodology, transcript analysis, virtual platforms, and workflow systems
• Create, manage, and adjust team schedules
• Monitor attendance and compliance
• Review metrics and provide coaching
• Foster a collaborative virtual work environment
• Provide technical and tax support to team members
• Guide associates in interpreting IRS transcripts and identifying opportunities
• Ensure IRS and H&R Block compliance standards
• Support client escalations and virtual service delivery

Benefits

• medical and prescription drug coverage
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees