[Hiring] Senior Virtual Tax Advisor @H&R Block

Role Description

As a Senior Virtual Tax Advisor, you’ll be part of a growing team that provides expert tax preparation and personalized advice to clients who’ve started their returns with H&R Block. You’ll work remotely, using your tax expertise and communication skills to deliver an exceptional client experience - every time.

• Prepare and review individual tax returns using our secure virtual platform
• Communicate with clients via secure messaging and phone to gather information and provide expert guidance
• Analyze tax documents and ensure returns are accurate, complete, and compliant
• Deliver timely, clear, and helpful responses to client inquiries
• Research complex federal and state tax issues to support accurate filings
• Collaborate with team members and contribute to a culture of continuous improvement
• Embrace new tools, technologies, and responsibilities as they evolve

Qualifications

• Bachelor’s degree in accounting, finance, or related field - or equivalent experience
• 3+ years of hands-on tax preparation experience
• Strong knowledge of personal tax law, including complex scenarios (e.g., foreign income, rental properties, small businesses)
• Excellent verbal and written communication skills
• Ability to analyze and resolve both routine and complex tax issues
• Comfort working independently in a virtual environment
• Certification Level 4 or higher (internal) or successful completion of the Tax Knowledge Assessment (external) and commitment to achieve the required certification level within 90 days
• A quiet, dedicated workspace and reliable internet connection

Requirements

• Enrolled Agent (EA), CPA, or Attorney credentials (preferred)
• Experience with new software tools or participation in pilot programs (preferred)

Benefits

• Competitive compensation
• Medical and prescription drug coverage
• Participation in the H&R Block Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (Virtual) fitness center programs
• Associate discount program
• Automatic enrollment in Business Travel Accident Insurance
• 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.