Seasonal Virtual Tax Professional

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

📋 Description

• Conduct thorough evaluations of AI-generated outputs within an AI-driven tax preparation process.

• Verify client data and calculations, address exceptions, and apply professional judgment prior to the progression of returns.

• Engage with clients via chat, secure messaging, phone, or video communications.

• Review tax information provided by clients and ensure a timely, high-quality experience.

• Prepare and confirm client returns while offering tax guidance.

• Address client inquiries with accuracy and helpfulness.

• Investigate complex federal and state tax matters before submission.

• Evaluate new product features and identify recurring challenges.

• Provide actionable feedback and insights from frontline experiences to product and technology teams.

• Contribute to enhancing the experience for both advisors and clients.

⛳️ Requirements

• A bachelor’s degree in accounting or finance, or an equivalent combination of education and experience.

• A minimum of three years of relevant tax preparation experience.

• Capability to successfully pass the H&R Block certification level 4 test within 30 days.

• Proficient knowledge of tax law sufficient to comprehend and explain most aspects of personal taxation.

• Ability to interpret, analyze, and devise appropriate solutions for both routine and complex tax scenarios.

• Strong verbal and written communication abilities.

• High technical aptitude with a quick learning curve for unfamiliar software programs.

• Competence in navigating various digital tools and troubleshooting issues methodically.

• Experience in testing new software and providing input as tools and processes evolve.

• Openness to feedback, willingness to learn, and adaptability to new information, technologies, and practices.

• A home working environment conducive to focused client interactions while safeguarding confidential information.

• Ability to maintain productivity while working remotely.

• Experience utilizing AI tools, with a critical thinking approach to questioning outputs and verifying accuracy.

• A high school diploma or equivalent qualification.

• Internet connection speed of at least 15 Mbps.

• Preferred qualifications include Enrolled Agent, Attorney, or CPA credentials.

• Familiarity with complex tax scenarios, such as foreign income, rentals, and small business matters is preferred.

🏝️ Benefits

• Medical and prescription drug coverage for eligible associates and their 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 Preparation benefit.

• Competitive compensation.

• Comprehensive benefits package.

• Support for life both in and out of the workplace.