Seasonal Virtual Tax Pro — Partnerships & Planning

H&R Block, Inc.; Missouri; Hybrid; USD 29,000 - 44,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Professional development

Job summary

H&R Block, Inc. is seeking a Seasonal, Virtual Partnerships Tax Professional to deliver personalized tax expertise within our Premium Partnership Program for high‑net‑worth clients in a fully virtual setting.

You will prepare and review complex returns (K-1s, partnerships, S-corps, multi-state filings, trusts, estates) and provide proactive planning, helping clients navigate intricate tax situations with confidence.

Qualifications

• Three years of tax preparation or review experience.
• A bachelor’s degree in accounting, finance, or a related field is 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
• Strong knowledge of tax law, with the ability to explain personal tax concepts relevant to the 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

Responsibilities

• Serve as a trusted tax advisor to high-value clients within the Premium Partnership Program, delivering personalized service and an exceptional virtual client experience.
• Prepare and review complex individual tax returns involving K-1 partnerships, S-corporations, multi-state filings, rental real estate, self-employment income, investments, trusts, estates, and high-net-worth tax situations.
• Provide proactive tax planning guidance and explain tax implications clearly, helping clients make informed financial decisions.
• Build lasting client relationships through timely communication, consultative support, and responsive follow-up throughout the tax preparation process.
• Navigate advanced tax scenarios including stock compensation (RSUs and stock options) and other complex income structures.
• Research complex tax matters and develop accurate, tailored solutions that meet each client's unique needs.
• Maintain the highest standards of accuracy, confidentiality, and attention to detail while handling sensitive information.
• Stay current on tax laws, regulations, and Block tools through ongoing training and professional development.
• Collaborate with peers and tax experts to share knowledge and continuously enhance the client experience.

Skills

Tax knowledge

Communication

Virtual collaboration

Attention to detail

Analytical thinking

Education

Bachelor's degree in accounting, finance, or related field

Master's degree in accounting or finance

Enrolled Agent / CPA designation

Tools

IRS transcripts handling

Tax software proficiency

Job description

About the Role

As you inspire clients to make confident, informed decisions about their financial future, you'll build trusted relationships that grow stronger every year.

Joining H&R Block as a Seasonal, Virtual Partnerships Tax Professional means you'll serve high-value clients within our Premium Partnership Program, providing personalized tax expertise and an exceptional virtual client experience. You'll support complex tax situations while delivering proactive guidance, tax planning insights, and tailored solutions that help clients navigate their unique financial circumstances with confidence. Success in this role requires advanced tax expertise, outstanding communication skills, attention to detail, and a commitment to delivering accurate, high-quality tax solutions tailored to each client's unique financial circumstances.

Day to day you'll...

• Serve as a trusted tax advisor to high-value clients within the Premium Partnership Program, delivering personalized service and an exceptional virtual client experience.
• Prepare and review complex individual tax returns involving K-1 partnerships, S-corporations, multi-state filings, rental real estate, self-employment income, investments, trusts, estates, and high-net-worth tax situations.
• Provide proactive tax planning guidance and explain tax implications clearly, helping clients make informed financial decisions.
• Build lasting client relationships through timely communication, consultative support, and responsive follow-up throughout the tax preparation process.
• Navigate advanced tax scenarios including stock compensation (RSUs and stock options) and other complex income structures.
• Research complex tax matters and develop accurate, tailored solutions that meet each client's unique needs.
• Maintain the highest standards of accuracy, confidentiality, and attention to detail while handling sensitive financial information.
• Stay current on tax laws, regulations, and H&R Block tools through ongoing training and professional development.
• Collaborate with peers and tax experts to share knowledge and continuously enhance the client experience.

Required Qualifications

• 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.
• 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

Preferred Qualifications

• Enrolled Agent, Attorney, or CPA designation
• Master’s degree in accounting, Finance, or a related field

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
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.