Seasonal, Virtual Tax Professional

H&R Block • Remote, OH

11d • $22 - $32 • Remote

About The Position

Greenlight is seeking a seasonal Virtual Tax Professional to support an evolving tax preparation product that combines AI-enabled technology with human expertise. The role works virtually with clients, critically reviews AI-supported outputs, applies professional judgment, prepares and validates client returns, and provides tax advice to deliver accurate, high-quality client service.

The position involves reviewing client information and calculations, resolving exceptions, researching complex federal and state tax issues, and communicating with clients through channels such as chat, secure messaging, phone, or video. The professional also tests new product functionality, identifies recurring issues, and shares actionable feedback with product and technology partners.

The role requires a suitable home working environment for focused client interactions and protection of confidential information, reliable internet service of at least 15 Mbps, and the ability to stay on task while working virtually.

Requirements

• Bachelor’s degree in accounting or finance, or an equivalent combination of education and experience.
• At least three years of progressive tax preparation experience.
• Ability to pass the H&R Block certification level 4 test within 30 days.
• Tax-law knowledge sufficient to understand and explain most elements of personal taxation.
• Ability to interpret, analyze, and formulate solutions for routine and complex tax situations.
• Excellent verbal and written communication skills.
• Strong technical aptitude, including ability to learn unfamiliar software quickly, navigate multiple digital tools, and troubleshoot issues systematically.
• Innovation-minded approach, including willingness to test new software, ask thoughtful questions, and contribute ideas as tools and processes evolve.
• Growth mindset, including seeking feedback, applying lessons, and adapting to new information, technology, and practices.
• A home working environment that supports focused client interactions and protects confidential information.
• Ability to stay on task while working virtually.
• Experience using AI tools and critical thinking to question outputs, verify accuracy, and recognize when human expertise is essential.
• High school diploma or equivalent.
• Internet speed of at least 15 Mbps.

Nice To Haves

• Enrolled Agent, Attorney, or CPA credentials.
• Knowledge of complex tax situations, including foreign income, rentals, or small business.

Responsibilities

• Review AI-supported outputs, validate client information and calculations, resolve exceptions, and apply professional judgment in the tax preparation workflow.
• Communicate with clients through chat, secure messaging, phone, or video.
• Analyze client-provided tax information and deliver a timely, high-quality client experience.
• Prepare and validate client returns and respond helpfully and promptly to client inquiries.
• Research complex federal and state tax issues to ensure client returns are accurate and complete before filing.
• Test new product functionality, identify recurring issues, and share actionable feedback and frontline insights with product and technology partners.

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: Mid Level