Virtual Tax Professional

H&R Block

. Take a consultative approach to understand clients’ financial goals, identify potential tax savings, plan for the future, and inform clients about relevant H&R Block products and services .

Posted 9/22/2026full-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 IRS regulations and tax law. Capable of providing ethical tax advice while fostering client relationships through effective communication and collaboration.

Highest-signal resume keywords

Tax Preparation ExperienceIRS Regulations ComplianceAnalytical SkillsExceptional Communication SkillsEnrolled Agent Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationIRS Transcript AnalysisAmendment IdentificationTax Law KnowledgeFinancial Goal Planning

Soft Skills

EmpathyActive ListeningCollaborationTrust BuildingIntegrity

Tools & Technologies

H&R Block Digital ToolsVideo ConferencingChat PlatformsEmail Communication

Certifications & Qualifications

Enrolled AgentCPA DesignationAttorney Designation

Industry Keywords

Tax ComplianceFinancial Well-BeingClient ExperienceSmall-Business Tax ReturnsDiverse Team Environment

About the role

Key responsibilities & impact

Take a consultative approach to 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 with clients through empathy, active listening, and commitment to their 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 or amendment opportunities
Provide ethical, 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 enhance client experience
Share knowledge, support peers, and collaborate with staff to foster a positive team environment 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, including virtual collaboration
Strong knowledge of tax law and ability to explain 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
Bachelor’s degree in accounting, finance, or a related field preferred; equivalent education and practical experience considered
Enrolled Agent, Attorney, or CPA designation preferred
Master’s degree in accounting, Finance, or a related field preferred

Benefits

Comp & perks

Comprehensive 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
Continuous learning and advanced tax training
Support for life both in and outside of work