Second Look Virtual Tax Professional

H&R Block; Missouri; Remote; USD 30,000 - 45,000; Full time

Job summary

H&R Block is seeking an experienced Virtual Tax Professional to remotely serve clients with diverse tax needs. You will work with an expert team, receive advanced tax training, and utilize digital tools to prepare accurate returns for individuals and small businesses.

You will conduct interviews via video/phone/chat, identify potential tax savings, and stay current with evolving tax laws. A collaborative, empathetic, and ethical approach is essential for success in this role.

Qualifications

• Three years of tax preparation or review experience; degree preferred but equivalent education considered.
• Experience with IRS transcripts, amendments, and prior year return identification.
• Strong verbal and written communication skills with emphasis on virtual collaboration across digital platforms.

Responsibilities

• Take a consultative approach to understand clients' financial goals, identifying potential tax savings and informing clients about Block products and services.
• Establish rapport and trust with clients with empathy, active listening, and commitment to their financial well-being.
• Conduct tax interviews to support 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 Block standards.
• Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments.
• Provide ethical, credible advice and handle sensitive information with confidentiality and integrity.
• Stay up-to-date with tax laws, tools, and technology; pursue ongoing training to improve tax expertise and customer service.
• Utilize Block’s digital tools to streamline the tax preparation process and enhance client experience.
• Foster a positive team environment by sharing knowledge and collaborating with staff to meet office goals.

Skills

Tax preparation experience

Communication skills

Virtual collaboration

Analytical skills

Team collaboration

Education

Bachelor’s degree in accounting or finance

High school diploma or equivalent

Job description

About The Role

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.

Day to day, you'll...

• 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

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.