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H&R Block

Seasonal, Lead Virtual Tax Professional

Posted 10 days ago
$25.1 - $37.64 per hour
2-5 years experience
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AI Summary

Lead, recruit, train, schedule, and coach a seasonal remote team of Virtual Tax Professionals, monitoring attendance, productivity, performance, and compliance. Provide technical guidance on complex tax matters and IRS transcripts, oversee Second Look reviews, and support client escalations and virtual service delivery.

About the Role

As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals focused on delivering high-quality Second Look reviews and resolving complex tax matters. You will play a critical role in ensuring accurate tax outcomes, consistent client experiences, and strong team performance through virtual leadership, technical expertise, and ongoing coaching. This role combines people leadership with hands-on tax guidance and quality oversight in a fully virtual environment.

Day to day, you’ll...

  • Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
  • Deliver training on tax policies, Second Look review methodology, transcript analysis, virtual platforms, and workflow systems
  • Create, manage, and adjust team schedules to support coverage and performance goals
  • Monitor attendance, productivity, and compliance with virtual work expectations
  • Review performance metrics and provide timely coaching and feedback
  • Foster a collaborative and inclusive virtual work environment
  • Provide technical tax support and guidance on complex tax scenarios
  • Guide associates in interpreting IRS transcripts and identifying resolution opportunities
  • Ensure adherence to Internal Revenue Service requirements and company compliance standards
  • Support client escalations and virtual service delivery as needed

Required Qualifications

Education:

  • High school diploma or equivalent

Work Experience:

  • Ability to lead, motivate, and coach remote teams effectively
  • Excellent verbal, written, and interpersonal communication skills
  • Experience serving clients in a virtual or remote environment
  • Flexibility to work extended or varied hours during the seasonal period
  • Internet speed of at least 15 Mbps
  • Supervisory or people leadership experience
  • 3 years of experience in tax preparation and/or tax research

Preferred Qualifications

Education:

  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

Work Experience:

  • Circular 230 credential (attorney, EA or CPA)
  • Experience leading remote teams
  • Experience Artifical Intelligence or other digitial productivity tools
  • Prior Team Lead experience

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and 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 their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$25.10 - $37.64/Hr.

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