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.
