Seasonal, Virtual Tax Professional

H&R Block, Inc.; Columbus (OH); Remote; USD 30.000 - 45.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a Remote Tax Advisor to join our Greenlight team. You’ll review AI-assisted returns, apply professional judgment, and prepare and validate client returns while delivering high-quality tax advice remotely.

The role emphasizes evaluating AI outputs, communicating with clients through multiple channels, and staying compliant with tax law. It is a seasonal, remote position supporting clients nationwide.

Qualifikationen

• Bachelor’s degree in accounting or finance or equivalent experience.
• At least three years of progressive tax preparation experience (pass H&R Block certification level 4 within 30 days).
• Knowledge of tax law to explain personal taxation elements.
• Ability to interpret and solve routine and complex tax situations.
• Excellent verbal and written communication skills.
• Strong technical aptitude with unfamiliar software and digital tools.

Aufgaben

• Review AI-supported outputs and validate client returns.
• Communicate with clients via chat, secure messaging, phone, or video.
• Analyze tax information to deliver timely, high-quality service.
• Ensure accurate returns and responsive client support.
• Research complex federal/state tax issues for accuracy before filing.
• Provide feedback to product/tech teams to improve the advisor experience.

Kenntnisse

Tax expertise

Technical aptitude

Communication skills

Analytical thinking

Remote work

AI tooling experience

Ausbildung

Bachelor's degree in accounting or finance

High school diploma or equivalent

Jobbeschreibung

About the Role

What you’ll do…

Bring your tax expertise, strong technical aptitude, and curiosity to Greenlight—a fast-growing team helping shape an innovative tax preparation product that combines AI-enabled technology with trusted human expertise. This seasonal role offers the chance to contribute to an evolving product and client experience. As a Remote Tax Advisor, you’ll work with clients virtually—critically reviewing AI-supported outputs, applying professional judgment, preparing and validating client returns, and providing tax advice to help deliver an accurate, high-quality client experience.

Day to day, you’ll…

• Combine tax expertise with technical problem-solving within an AI-enabled tax preparation workflow—critically reviewing AI-supported outputs, validating client information and calculations, resolving exceptions, and applying professional judgment before returns move forward
• Communicate with clients through a variety of mediums which can include chat, secure messaging, phone, or video
• Analyze tax information provided by clients and deliver a timely and high-quality client experience
• Demonstrate tax expertise by ensuring an accurate return experience and dedication to impeccable client service by providing timely and helpful responses to client inquiries
• Research complex federal and state tax issues to ensure client’s tax returns are accurate and complete before filing
• Help shape ongoing product iterations by testing new functionality, identifying recurring issues, and sharing clear, actionable feedback and frontline insights with product and technology partners to improve the advisor and client experience

What you’ll bring to the team…

• Bachelor’s degree in accounting or finance or an equivalent combination of education and experience
• At least three years of prior progressive tax preparation experience (ability to pass H&R Block certification level 4 test within 30 days)
• Knowledge of tax law is sufficient to understand and explain most elements of personal taxation
• Ability to interpret, analyze, and correctly formulate solutions to both routine as well as complex tax situations
• Excellent verbal and written communication skills
• Strong technical aptitude: you learn unfamiliar software quickly, navigate multiple digital tools confidently, and use a structured approach to troubleshooting issues
• An innovation-minded approach: you enjoy testing new software, asking thoughtful questions, and contributing ideas in an environment where tools and processes evolve
• A growth mindset: you actively seek feedback, apply what you learn, and adapt your approach as new information, technology, and practices emerge
• A home working environment that supports focused client interaction and protects confidential information
• Able to stay on task while working virtually
• Experience using AI tools, with critical thinking to question outputs, verify accuracy, and recognize when human expertise is essential

Required Qualifications

Education:

• High school diploma or equivalent

Work Experience:

• Internet speed of at least 15 Mbps

Preferred Qualifications

It would be even better if you also had…

• Enrolled Agent, Attorney, or CPA credentials
• Knowledge of complex tax situations (foreign income, rentals, small business)

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.