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Lead Virtual Tax Professional - Seasonal

Role overview

Qualifications

  • High school diploma or equivalent
  • Ability to lead, motivate, and coach remote teams effectively
  • Excellent verbal, written, and interpersonal communication skills
  • 3 years of experience in tax preparation and/or tax research

Responsibilities

  • Recruit, interview, and hire seasonal Virtual Tax Professionals
  • Deliver training on tax policies, virtual platforms, and workflow systems
  • Monitor attendance, productivity, and compliance with virtual work expectations
  • Provide technical tax support and guidance on complex tax scenarios

Key facts

Other skills

  • Leadership
  • Coaching
  • Communication
  • Physical Flexibility
  • Collaboration

About the company

H&R Block logo

H&R Block

Tax Advisory & Tax Services

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Company details

Company typeLarge
IndustryTax Advisory & Tax Services
Company size10001

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Job description

About the Role:
As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals focused on supporting test and learn initiatives on the Innovations team.  You will play a critical role in ensuring accurate tax outcomes, consistent client experiences, and strong team performance through virtual leadership, technical expertise, and ongoing coaching. This role combines people leadership with hands-on tax guidance and quality oversight in a fully virtual environment.
 
 

Day to day, you’ll...

  • Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
  • Deliver training on tax policies, virtual platforms, and workflow systems
  • Create, manage, and adjust team schedules to support coverage and performance goals
  • Monitor attendance, productivity, and compliance with virtual work expectations
  • Review performance metrics and provide timely coaching and feedback
  • Foster a collaborative and inclusive virtual work environment
  • Provide technical tax support and guidance on complex tax scenarios
  • Ensure adherence to Internal Revenue Service requirements and company compliance standards
  • Support client escalations and virtual service delivery as needed
Required Qualifications:

Education:

  • High school diploma or equivalent

Work Experience:

  • Ability to lead, motivate, and coach remote teams effectively
  • Excellent verbal, written, and interpersonal communication skills
  • Experience serving clients in a virtual or remote environment
  • Flexibility to work extended or varied hours during the seasonal period
  • Internet speed of at least 15 Mbps
  • Supervisory or people leadership experience
  • 3 years of experience in tax preparation and/or tax research
Preferred Qualifications:

Education:

  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

Work Experience:

  • Circular 230 credential (attorney, EA or CPA)
  • Experience leading remote teams
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: $25.10 - $37.64/Hr.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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