Virtual Tax Professional
Our Company We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do... A Typical Day... 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. ESSENTIAL DUTIES AND 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 What you'll bring to the team... QUALIFICATIONS Minimum 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. Skills and Experience 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 Education: High school diploma or equivalent It would be even better if you also had...
Preferred Qualifications
Enrolled Agent, Attorney, or CPA designation Master’s degree in accounting, Finance, or a related field Why work for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com. Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. 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. Pay Range $21.59 - $32.40/Hr. Apply To This Job