Seasonal Virtual Tax Professional

H&R Block

. Critically review AI-supported outputs within an AI-enabled tax preparation workflow .

Posted 10/30/2026full-timeRemote • Missouri • United StatesMid-LevelSenior💰 $22 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation and client communication, with a strong understanding of tax law and the ability to analyze complex tax situations. Proficient in utilizing AI tools and digital platforms to enhance client experiences and ensure accuracy in tax filings.

Highest-signal resume keywords

Tax Preparation ExperienceKnowledge Of Tax LawExcellent Communication SkillsAI Tools ExperienceBachelor's Degree In Accounting Or Finance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax Law KnowledgeComplex Tax AnalysisSoftware TestingProblem Solving

Soft Skills

Verbal CommunicationWritten CommunicationCritical ThinkingAdaptabilityClient Interaction

Tools & Technologies

AI ToolsDigital ToolsSecure Messaging PlatformsVideo Communication Tools

Certifications & Qualifications

H&R Block Certification Level 4Enrolled AgentAttorneyCPA

Industry Keywords

Federal Tax IssuesState Tax IssuesPersonal TaxationClient ExperienceVirtual Work Environment

About the role

Key responsibilities & impact

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

What you’ll need

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

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
Support for life both in and outside of work