About the Role:
The Associate Manager, Virtual Tax leads a team of Virtual Tax Professionals in a fully remote environment, providing day-to-day leadership, coaching, and operational oversight to drive exceptional client experiences, quality tax preparation, productivity, and business results. This role partners closely with District General Managers, cross-functional leaders, and support teams to execute tax preparation strategies, develop and support associates, ensure operational excellence, and drive continuous improvement across virtual tax operations.
Day to day, you'll...
- Lead, coach, and develop a team of Virtual Tax Professionals through performance management, career development, and ongoing coaching
- Foster a positive, high-performing virtual work environment while recognizing success and addressing performance concerns appropriately
- Manage daily operations, including staffing, workload distribution, productivity, service levels, and key performance metrics
- Ensure timely and accurate tax return and client deliverables while maintaining strong tax law and procedural expertise
- Champion a client-first culture by resolving escalated client concerns and driving continuous improvements to client satisfaction outcomes
- Ensure compliance with tax regulations, quality standards, company policies, certifications, and required training
- Provide guidance and support to tax professionals on complex tax situations and quality review efforts
- Support recruiting, interviewing, hiring, onboarding, and workforce planning for peak and non-peak seasons
- Identify and implement process improvements in partnership with technology, operations, and training teams to enhance virtual tax workflows
- Support testing, adoption, and implementation of new tools, programs, and business initiatives while driving accountability to operational goals
Required Qualifications:
- 3+ years of tax preparation experience
- 2+ years of leadership, coaching, or management experience
- Strong understanding of individual income tax preparation and IRS regulations
- Excellent communication, organizational, and problem-solving skills
- Ability to lead and motivate employees in a virtual environment
- Proficiency with Microsoft Teams, Outlook, Excel, and digital collaboration tools
- Ability to manage multiple priorities in a fast-paced environment
Preferred Qualifications:
- Enrolled Agent (EA), CPA, or other advanced tax credentials
- Experience leading remote or virtual teams
- Experience managing productivity, quality, and client satisfaction metrics
- Prior experience in retail, virtual tax preparation, or client service operations
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:
$62,800.00 - $94,200.00/Yr.
