Second Look Virtual Tax Professional

H&R Block, Inc.; Missouri; On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Competitive pay

Benefits

Training and support

Job summary

H&R Block, Inc. is seeking an experienced Virtual Tax Professional to remotely service clients with diverse tax needs and provide advanced tax training to succeed.

You will use digital tools to conduct tax interviews, review returns, and identify opportunities for savings, all while maintaining client confidentiality and adherence to IRS regulations. Join a team that supports ongoing training and utilizes a mix of video, phone, chat, and email to deliver tax services.

Qualifications

• Three years of tax preparation or review experience required.
• Experience with IRS transcripts, amendments, and prior year return identification.
• Strong verbal and written communication skills with virtual collaboration across digital platforms.
• Knowledge of tax law with ability to explain concepts to clients.

Responsibilities

• Take a consultative approach to understand clients' financial goals and identify potential tax savings.
• Conduct tax interviews to support clients through virtual tools – video, phone, chat, or email.
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and company standards.
• Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments.

Skills

Communication

Virtual collaboration

IRS transcript analysis

Analytical thinking

Education

Bachelor's degree in accounting/finance (preferred)

High school diploma or equivalent

Enrolled Agent/CPA (preferred)

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 meansyou’llremotely serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with the advanced tax trainingyou’llneed to be successful.

Day to day, you'll...

• Take a consultative approach by understanding clients' financial goals,identifyingpotential tax savings, planning the future, and informing clients about available H&R Block products and services that mayassistwith 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.