Virtual Tax Professional
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Job Description
Virtual Tax Professional preparing individual and small-business returns for H&R Block. Advising clients on tax savings through remote video, phone, chat, and email support.
Responsibilities:
- Take a consultative approach to understand clients’ financial goals, identify potential tax savings, plan for the future, and inform clients about relevant H&R Block products and services
- Establish rapport and trust with clients through empathy, active listening, and commitment to their financial well-being
- Conduct tax interviews for retail and DIY online clients using video, phone, chat, and email
- Review and complete accurate individual and small-business tax returns in compliance with IRS regulations and H&R Block standards
- Analyze IRS transcripts to identify missed prior-year filings or amendment opportunities
- Provide ethical, credible tax advice
- Handle sensitive information confidentially and with integrity
- Stay current with tax laws, tools, and technology through ongoing training
- Use H&R Block digital tools and platforms to streamline tax preparation and enhance client experience
- Share knowledge, support peers, and collaborate with staff to foster a positive team environment and achieve office goals
- Perform other duties as assigned
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, including virtual collaboration
- Strong knowledge of tax law and ability to explain personal tax concepts
- Analytical skills to interpret, assess, and resolve routine and complex tax situations
- Ability to work effectively in a diverse, collaborative team environment
- High school diploma or equivalent
- Bachelor’s degree in accounting, finance, or a related field preferred; equivalent education and practical experience considered
- Enrolled Agent, Attorney, or CPA designation preferred
- Master’s degree in accounting, Finance, or a related field preferred
Benefits:
- 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
- Competitive pay
- Continuous learning and advanced tax training
- Support for life both in and outside of work
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