Lead Virtual Tax Professional – Seasonal

H&R Block

Seasonal Lead Virtual Tax Professional leading remote tax teams and supporting H&R Block’s tax service innovations. Providing tax guidance, coaching, scheduling, and IRS-compliant quality oversight.

Posted 8/4/2026full-timeRemote • Montana • 🇺🇸 United StatesSenior💰 $25 - $38 per hourWebsite

Core Competencies

Role fit

Core 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 regulations and delivering exceptional client service. Proficient in managing virtual workflows and performance metrics to foster a collaborative work environment.

Highest-signal resume keywords

Remote Team LeadershipTax Preparation ExperienceClient Service in Virtual EnvironmentCoaching and FeedbackCircular 230 Credential

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax ResearchPerformance Metrics ReviewCompliance StandardsVirtual Platform Management

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsMotivational LeadershipCollaboration

Tools & Technologies

Virtual Work SystemsWorkflow Management Tools

Certifications & Qualifications

Circular 230 CredentialEACPA

Industry Keywords

Internal Revenue Service ComplianceSeasonal Tax ServicesRemote Work Environment

About the role

Key responsibilities & impact

Recruit, interview, and hire seasonal Virtual Tax Professionals
Deliver training on tax policies, virtual platforms, and workflow systems
Create, manage, and adjust team schedules
Monitor attendance, productivity, and compliance with virtual work expectations
Review performance metrics and provide coaching and feedback
Foster a collaborative and inclusive virtual work environment
Provide technical tax support and guidance on complex tax scenarios
Ensure adherence to Internal Revenue Service requirements and company compliance standards
Support client escalations and virtual service delivery as needed
Lead a remote team supporting test-and-learn initiatives on the Innovations team

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
Bachelor’s degree in a related field or equivalent through a combination of education and related work experience (preferred)
Circular 230 credential (attorney, EA or CPA) (preferred)
Experience leading remote teams (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
Incentive compensation or short-term incentive plans may provide additional earnings