Role Description
As you inspire clients to make confident, informed decisions about their financial future, you'll build trusted relationships that grow stronger every year. Joining H&R Block as a Seasonal, Virtual Partnerships Tax Professional means you'll serve high-value clients within our Premium Partnership Program, providing personalized tax expertise and an exceptional virtual client experience.
You'll support complex tax situations while delivering proactive guidance, tax planning insights, and tailored solutions that help clients navigate their unique financial circumstances with confidence. Success in this role requires advanced tax expertise, outstanding communication skills, attention to detail, and a commitment to delivering accurate, high-quality tax solutions tailored to each client's unique financial circumstances.
Day to day you'll:
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Serve as a trusted tax advisor to high-value clients within the Premium Partnership Program, delivering personalized service and an exceptional virtual client experience.
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Prepare and review complex individual tax returns involving K-1 partnerships, S-corporations, multi-state filings, rental real estate, self-employment income, investments, trusts, estates, and high-net-worth tax situations.
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Provide proactive tax planning guidance and explain tax implications clearly, helping clients make informed financial decisions.
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Build lasting client relationships through timely communication, consultative support, and responsive follow-up throughout the tax preparation process.
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Navigate advanced tax scenarios including stock compensation (RSUs and stock options) and other complex income structures.
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Research complex tax matters and develop accurate, tailored solutions that meet each client's unique needs.
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Maintain the highest standards of accuracy, confidentiality, and attention to detail while handling sensitive financial information.
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Stay current on tax laws, regulations, and H&R Block tools through ongoing training and professional development.
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Collaborate with peers and tax experts to share knowledge and continuously enhance the client experience.
Qualifications
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Three years of tax preparation or review experience required.
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A bachelorโs degree in accounting, finance, or a related field is preferred, but equivalent education and practical experience will also be considered.
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Experience with IRS transcripts, amendments, and prior year return identification.
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Exceptional verbal and written communication skills, with a strong emphasis on virtual collaboration.
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Strong knowledge of tax law, with the ability to explain personal tax concepts relevant to H&R Blockโs client base.
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Analytical skills to interpret, assess, and resolve both routine and complex tax situations.
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Ability to work effectively in a diverse, collaborative team environment.
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High school diploma or equivalent.
Preferred Qualifications
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Enrolled Agent, Attorney, or CPA designation.
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Masterโs degree in accounting, Finance, or a related field.
Benefits
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Competitive pay.
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Comprehensive benefits.
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Support for life both in and outside of work.
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Participation in the H&R Block Retirement Savings Plan (401(k) Plan).
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Employee Assistance Program.
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(Virtual) fitness center programs.
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Associate discount program.
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Business Travel Accident Insurance.
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Associate Tax Prep benefit.
Pay Range
The pay range for this position is $21.59 - $32.40/Hr. Local minimum wage laws apply. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.