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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in recruiting, training, and leading remote teams while ensuring compliance with tax policies and Internal Revenue Service requirements. Strong ability to foster collaboration and communication within a virtual environment to achieve team and client goals.
Highest-signal resume keywords
Tax Preparation ExperienceRemote Team LeadershipCoaching and FeedbackClient Service DeliveryCircular 230 Credential
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax ResearchPerformance Metrics ReviewVirtual Platform ManagementWorkflow Systems KnowledgeAttendance Monitoring
Soft Skills
Interpersonal CommunicationTeam MotivationCollaborationFlexibilityCoaching
Tools & Technologies
Virtual Communication ToolsScheduling Software
Certifications & Qualifications
Circular 230 CredentialEACPA
Industry Keywords
Internal Revenue Service ComplianceTax PoliciesClient EscalationsSeasonal Workforce Management
About the role
Key responsibilities & impact- Recruit, interview, hire, and train seasonal Virtual Tax Professionals on tax policies, virtual platforms, and workflow systems
- Create and adjust team schedules while monitoring attendance, productivity, and adherence to virtual work expectations
- Review performance metrics and provide timely coaching and feedback to support individual and team goals
- Build strong relationships, promote open communication, and foster an engaged, collaborative, and inclusive virtual team
- Provide guidance on complex tax scenarios and ensure adherence to Internal Revenue Service requirements and company compliance standards
- Support client escalations and virtual service delivery as needed to deliver accurate, consistent client experiences
- Gather team feedback, identify opportunities, and help shape the Greenlight operating model
Requirements
What you’ll need- High school diploma or equivalent
- 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: Circular 230 credential (attorney, EA or CPA)
- Preferred: Experience leading remote teams
Benefits
Comp & perks- 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
- Continuous learning
- Support for life both in and outside of work
- Potential participation in incentive compensation or short-term incentive plans
