Seasonal Virtual Tax Professional

Job Description:

• Critically review AI-supported outputs within an AI-enabled tax preparation workflow
• Validate client information and calculations, resolve exceptions, and apply professional judgment before returns move forward
• Communicate with clients through chat, secure messaging, phone, or video
• Analyze client-provided tax information and deliver a timely, high-quality client experience
• Prepare and validate client returns and provide tax advice
• Respond to client inquiries accurately and helpfully
• Research complex federal and state tax issues before filing
• Test new product functionality and identify recurring issues
• Share actionable feedback and frontline insights with product and technology partners
• Help improve the advisor and client experience

Requirements:

• Bachelor’s degree in accounting or finance or an equivalent combination of education and experience
• At least three years of prior progressive tax preparation experience
• Ability to pass H&R Block certification level 4 test within 30 days
• Knowledge of tax law sufficient to understand and explain most elements of personal taxation
• Ability to interpret, analyze, and correctly formulate solutions to routine and complex tax situations
• Excellent verbal and written communication skills
• Strong technical aptitude and ability to learn unfamiliar software quickly
• Ability to navigate multiple digital tools and troubleshoot issues using a structured approach
• Experience testing new software and contributing ideas as tools and processes evolve
• Ability to seek feedback, apply learning, and adapt to new information, technology, and practices
• Home working environment that supports focused client interaction and protects confidential information
• Ability to stay on task while working virtually
• Experience using AI tools, with critical thinking to question outputs and verify accuracy
• High school diploma or equivalent
• Internet speed of at least 15 Mbps
• Enrolled Agent, Attorney, or CPA credentials preferred
• Knowledge of complex tax situations such as foreign income, rentals, and small business preferred

Benefits:

• Medical and prescription drug coverage for qualifying associates and eligible dependents
• H&R Block Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (Virtual) fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Prep benefit
• Competitive pay
• Comprehensive benefits
• Support for life both in and outside of work