Seasonal Virtual Fulfillment Tax Professional
Job Description:
- Build client relationships and help clients make confident, informed financial decisions
- Understand clients' financial goals, identify potential tax savings, plan for the future, and inform clients about relevant H&R Block products and services
- Establish rapport and trust through empathy, active listening, and commitment to clients' financial well-being
- Conduct tax interviews for retail and DIY online clients using video, phone, chat, and email
- Review and complete accurate individual and small-business tax returns in compliance with IRS regulations and H&R Block standards
- Analyze IRS transcripts to identify missed prior-year filings and amendment opportunities
- Provide ethical and credible tax advice
- Handle sensitive information confidentially and with integrity
- Stay current with tax laws, tools, and technology through ongoing training
- Use H&R Block digital tools and platforms to streamline tax preparation and improve client experience
- Share knowledge, support peers, and collaborate with staff to enhance client experience and achieve office goals
- Perform other duties as assigned
Requirements:
- Three years of tax preparation or review experience required
- Bachelor's degree in accounting, finance, or a related field preferred; equivalent education and practical experience considered
- Experience with IRS transcripts, amendments, and identifying prior-year returns
- Exceptional verbal and written communication skills
- Strong virtual collaboration and digital-platform communication skills
- Strong knowledge of tax law and personal tax concepts
- Analytical skills for routine and complex tax situations
- Ability to work effectively in a diverse, collaborative team environment
- High school diploma or equivalent
- Internet speed of at least 15 Mbps
- Enrolled Agent, Attorney, or CPA designation preferred
- Master's degree in accounting, Finance, or a related field preferred
Benefits:
- Advanced tax training
- Competitive pay
- Comprehensive benefits
- Support for life both in and outside of work
- Continuous learning
- 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
- Potential incentive compensation or short-term incentive plans