Seasonal Virtual Tax Pro — Help Clients Maximize Savings

H&R Block, Inc.; Missouri; On-site; USD 30,000 - 44,000; Full time

Job summary

H&R Block, Inc. is seeking an experienced Virtual Tax Professional to remotely serve clients with diverse tax needs. You’ll be supported by an expert team and receive advanced training to build confidence in delivering tax solutions.

Role emphasizes confidentiality, online collaboration across video, phone, chat, and email, and ongoing tax law updates. A focus on client relationships and ethical guidance under IRS standards is required.

Qualifications

• Three years of tax preparation or review experience required.
• Bachelor’s degree in accounting, finance, or a related field preferred, but equivalent education and practical experience will be considered.
• Experience with IRS transcripts, amendments, and prior year return identification.
• Exceptional verbal and written communication skills, with a strong emphasis on virtual collaboration across digital platforms.
• Strong knowledge of tax law, with ability to explain personal tax concepts to clients.
• Analytical skills to interpret and resolve tax situations.
• Ability to work effectively in a diverse, collaborative team environment.
• High school diploma or equivalent.
• Internet speed of at least 15 Mbps.

Responsibilities

• Take a consultative approach by understanding clients' financial goals and informing them about H&R Block products and services.
• Establish rapport and trust with clients with empathy and active listening.
• Conduct tax interviews to support retail and DIY online clients via video, phone, chat, and email.
• Review and complete accurate tax returns for individuals and small businesses in line with IRS regulations and company standards.
• Analyze IRS transcripts to identify missed prior year filings or amendment opportunities.
• Offer ethical, credible advice regardless of client input.
• Handle sensitive information with confidentiality and integrity.
• Keep up-to-date with tax laws, tools, and technology; pursue ongoing training to improve tax expertise and customer service.
• Use H&R Block’s digital tools confidently to streamline the tax preparation process and enhance client experience.
• Foster a positive team environment by sharing knowledge and supporting peers.
• Perform other duties as assigned.

Job description

H&R Block, Inc. is seeking an experienced Virtual Tax Professional to remotely serve clients with diverse tax needs. You’ll be supported by an expert team and receive advanced training to build confidence in delivering tax solutions.

Role emphasizes confidentiality, online collaboration across video, phone, chat, and email, and ongoing tax law updates. A focus on client relationships and ethical guidance under IRS standards is required.