Seasonal, Second Look Virtual Tax Professional
About The Position
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as an experienced Virtual Tax Professional means you’ll remotely serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with the advanced tax training you’ll need to be successful. Day to day you'll... Take a consultative approach by understanding clients' financial goals, identifying potential tax savings, planning the future, and informing clients about available H&R Block products and services that may assist with their financial objectives Establish rapport and trust with clients by consistently exhibiting empathy, active listening, and a sincere commitment to their financial well-being Conduct tax interviews to support retail and DIY online clients through virtual tools – video, phone, chat, email Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments Offer ethical, credible advice regardless of client suggestions Handle sensitive information with confidentiality and integrity Keep up to date with tax laws, tools, and technology for accurate service. Pursuing ongoing training to improve tax expertise, customer service, and tech skills Use H&R Block’s digital tools (video, phone, chat, email, and platforms) confidently to streamline the tax preparation process and enhance client experience Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to enhance client experience and achieve office goals continuously Perform other duties as assigned
Requirements
- Three years of tax preparation or review experience required. A bachelor’s degree in accounting, finance, or a related field is preferred, but equivalent education and practical experience will also be considered
- Experience with IRS transcripts, amendments, and prior year return identification
- Exceptional verbal and written communication skills, with a strong emphasis on virtual collaboration, including the ability to communicate clearly, provide constructive feedback, and engage effectively across digital platforms
- Strong knowledge of tax law, with the ability to explain personal tax concepts relevant to H&R Block’s client base
- Analytical skills to interpret, assess, and resolve both routine and complex tax situations
- Ability to work effectively in a diverse, collaborative team environment
- High school diploma or equivalent
- Internet speed of at least 15 Mbps
Nice To Haves
- Enrolled Agent, Attorney, or CPA designation
- Master’s degree in accounting, Finance, or a related field
Responsibilities
- Take a consultative approach by understanding clients' financial goals, identifying potential tax savings, planning the future, and informing clients about available H&R Block products and services that may assist with their financial objectives
- Establish rapport and trust with clients by consistently exhibiting empathy, active listening, and a sincere commitment to their financial well-being
- Conduct tax interviews to support retail and DIY online clients through virtual tools – video, phone, chat, email
- Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
- Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments
- Offer ethical, credible advice regardless of client suggestions
- Handle sensitive information with confidentiality and integrity
- Keep up to date with tax laws, tools, and technology for accurate service. Pursuing ongoing training to improve tax expertise, customer service, and tech skills
- Use H&R Block’s digital tools (video, phone, chat, email, and platforms) confidently to streamline the tax preparation process and enhance client experience
- Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to enhance client experience and achieve office goals continuously
- Perform other duties as assigned
Benefits
- Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
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What This Job Offers
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
