Seasonal, Virtual Tax Professional

Overview

This seasonal Remote Tax Advisor role supports a virtual client experience within an AI-enabled tax preparation workflow. You will critically review AI-supported outputs, apply professional judgment, prepare and validate client returns, and provide tax advice to help ensure accurate, high-quality outcomes.

Responsibilities

• Review AI-supported outputs and apply professional judgment before returns move forward
• Validate client information and calculations; resolve exceptions
• Analyze tax information provided by clients and deliver a timely, high-quality client experience
• Communicate with clients via chat, secure messaging, phone, or video
• Provide timely and helpful responses to client inquiries to support an accurate return experience and excellent service
• Research complex federal and state tax issues to ensure returns are accurate and complete before filing
• Support product improvement by testing new functionality, identifying recurring issues, and sharing actionable feedback with product and technology partners

Requirements

• High school diploma or equivalent
• Internet speed of at least 15 Mbps
• 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, including the ability to learn unfamiliar software quickly and troubleshoot using a structured approach
• Innovation-minded approach (enjoys testing new software and contributing ideas)
• Growth mindset (seeks feedback and adapts as new information, technology, and practices emerge)
• 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, verify accuracy, and recognize when human expertise is essential

Preferred Qualifications

• Enrolled Agent, Attorney, or CPA credentials
• Knowledge of complex tax situations (foreign income, rentals, small business)

Compensation & Benefits

• Pay range: $21.59 - $32.40/Hr. (Local minimum wage laws apply.)
• Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and the geographic location where work will be performed.
• Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
• Qualifying associates can enroll themselves and/or eligible dependents in medical and prescription drug coverage; participate in the (virtual) fitness center programs; and receive the associate discount program.
• Qualifying associates can participate in the H&R Block Retirement Savings Plan (401(k) Plan) and the Employee Assistance Program.
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associates receive Associate Tax Prep benefit.

Location

Remote