Seasonal, Virtual Tax Professional

H&R Block•UNAVAILABLE, OH
•Remote

About The Position

Join a growing team of Virtual Tax Specialists who help clients complete individual tax returns through a convenient virtual experience. Prepare accurate tax returns, communicate with clients throughout the process, and provide clear, helpful guidance based on each client’s situation. Combine tax knowledge, client service, and technology to create a smooth and dependable experience for clients who begin their tax journey online.

Requirements

  • High school diploma or equivalent.
  • Successful completion of required tax knowledge assessments, certifications, and continuing education.
  • Working knowledge of individual federal and state tax concepts.
  • Internet speed of at least 15 Mbps.
  • 1–3 years of tax preparation experience.
  • Ability to learn and work effectively with virtual platforms, tax software, and evolving technology.
  • Ability to review information, identify inconsistencies, and prepare accurate returns.
  • Strong verbal and written communication skills.
  • Ability to explain tax information in language clients can understand.
  • Good organizational and time management skills.

Nice To Haves

  • Experience providing customer service through telephone, video, chat, or secure messaging.
  • Experience working in a fast-paced or production-based environment.
  • Familiarity with virtual tax preparation tools.
  • Experience using artificial intelligence or other digital productivity tools.

Responsibilities

  • Prepare accurate individual tax returns.
  • Communicate with clients throughout the tax preparation process.
  • Provide clear, helpful guidance based on each client’s situation.

Benefits

  • Competitive pay
  • 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
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