Virtual Fulfillment Tax Professional

H&R Block

. Understand clients' financial goals and identify potential tax savings .

Posted 10/2/2026full-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 compliance, with a strong understanding of tax laws and personal tax concepts. Capable of providing ethical tax advice while effectively collaborating in a diverse team environment to enhance client experiences.

Highest-signal resume keywords

Tax Preparation ExperienceIRS Transcripts AnalysisStrong Knowledge Of Tax LawExceptional Communication SkillsEnrolled Agent Or CPA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationIRS ComplianceTax Law KnowledgeAmendment IdentificationAnalytical Skills

Soft Skills

EmpathyActive ListeningCollaborationIntegrityTrust Building

Tools & Technologies

H&R Block Digital ToolsVirtual Communication Platforms

Certifications & Qualifications

Enrolled AgentCPAAttorney

Industry Keywords

Tax SavingsFinancial GoalsClient ExperienceConfidentialityDiverse Team Environment

About the role

Key responsibilities & impact

Understand clients' financial goals and identify potential tax savings
Plan clients' financial futures and inform them about relevant H&R Block products and services
Establish rapport and trust through empathy, active listening, and commitment to clients' financial well-being
Conduct virtual tax interviews for retail and DIY online clients using video, phone, chat, and email
Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
Analyze IRS transcripts to identify missed prior-year filings or amendment opportunities
Provide ethical and credible tax advice
Handle sensitive information confidentially and with integrity
Keep current with tax laws, tools, and technology
Use H&R Block digital tools and platforms to streamline tax preparation and enhance client experience
Share knowledge, support peers, and collaborate with staff to enhance client experience and achieve office goals
Perform other duties as assigned

Requirements

What you’ll need

Three years of tax preparation or review experience required
Experience with IRS transcripts, amendments, and prior year return identification
Exceptional verbal and written communication skills
Strong virtual collaboration skills across digital platforms
Strong knowledge of tax law and personal tax concepts
Analytical skills to interpret, assess, and resolve 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
Bachelor's degree in accounting, finance, or a related field preferred
Enrolled Agent, Attorney, or CPA designation preferred

Benefits

Comp & perks

Competitive pay
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
Advanced tax training
Ongoing training to improve tax expertise, customer service, and tech skills
Remote work