Virtual Tax Professional

H&R Block•UNAVAILABLE, OH

21d•Remote

About The Position

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. 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.

Requirements

Three years of tax preparation or review experience required.
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

Nice To Haves

A bachelor’s degree in accounting, finance, or a related field is preferred, but equivalent education and practical experience will also be considered.
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
Other duties as assigned