Virtual Tax Professional

H&R Block

Virtual Tax Professional serving clients remotely at H&R Block. Building client relationships and providing advanced tax training for success in diverse tax situations.

Posted 7/29/2026full-timeRemote • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax preparation and review, with strong analytical skills to interpret tax situations and a solid understanding of tax law. Proficient in using digital tools to enhance client service and foster collaboration within a team environment.

Highest-signal resume keywords

Tax Preparation ExperienceIRS Transcript AnalysisStrong Knowledge Of Tax LawExceptional Communication SkillsAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax Return ReviewIRS Transcript AnalysisAmendmentsPrior Year Return Identification

Soft Skills

EmpathyCollaborationRapport Building

Tools & Technologies

H&R Block Digital Tools

Industry Keywords

Tax LawsFinancial GoalsConsultative Approach

About the role

Key responsibilities & impact

Take a consultative approach by understanding clients' financial goals
Establish rapport and trust with clients by consistently exhibiting empathy
Conduct tax interviews to support retail and DIY online clients through virtual tools
Review and complete accurate tax returns for individuals and small businesses
Analyze IRS transcripts to identify missed prior year filings
Offer ethical, credible advice regardless of client suggestions
Keep up to date with tax laws, tools, and technology for accurate service
Use H&R Block’s digital tools confidently to streamline the tax preparation process
Foster a positive team environment by sharing knowledge and collaborating with staff

Requirements

What you’ll need

Three years of tax preparation or review experience required
A bachelor’s degree in accounting, finance, or a related field is preferred
Experience with IRS transcripts, amendments, and prior year return identification
Exceptional verbal and written communication skills
Strong knowledge of tax law
Analytical skills to interpret, assess, and resolve both routine and complex tax situations
Ability to work effectively in a diverse, collaborative team environment

Benefits

Comp & perks

medical and prescription drug coverage
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