Seasonal Virtual Partnerships Tax Professional

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Act as a reliable tax consultant for high-value clients participating in the Premium Partnership Program.

• Provide tailored service and deliver an outstanding virtual client experience.

• Prepare and assess intricate individual tax filings that include K-1 partnerships, S-corporations, multi-state submissions, rental real estate, self-employment income, investments, trusts, estates, and high-net-worth tax situations.

• Offer proactive tax planning advice and clearly articulate tax implications.

• Establish enduring client relationships through timely communication, consultative assistance, and prompt follow-up.

• Handle advanced tax scenarios including RSUs, stock options, and other sophisticated income structures.

• Conduct research on complex tax issues and devise accurate, customized solutions.

• Uphold precision, confidentiality, and meticulousness when managing sensitive financial data.

• Keep abreast of tax legislation, regulations, and H&R Block resources through continuous training and professional growth.

• Collaborate with colleagues and tax specialists to exchange knowledge and improve the client experience.

⛳️ Requirements

• A minimum of three years of experience in tax preparation or review is required.

• Familiarity with IRS transcripts, amendments, and identification of prior year returns.

• Outstanding verbal and written communication abilities.

• Strong virtual teamwork skills across various digital platforms.

• Comprehensive understanding of tax law and personal tax principles.

• Analytical capabilities to interpret, evaluate, and resolve both routine and complex tax issues.

• Ability to thrive in a diverse, collaborative team environment.

• High school diploma or equivalent is essential.

• A Bachelor’s degree in accounting, finance, or a related discipline is preferred; equivalent education and practical experience will be considered.

• Enrolled Agent, Attorney, or CPA designation is preferred.

• A Master’s degree in accounting, finance, or a related field is preferred.

🏝️ Benefits

• Medical and prescription drug coverage for qualifying associates and their 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 salary.

• Comprehensive benefits package.

• Continuous training and professional development opportunities.

• Virtual work arrangement.