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Years of Experience
Date Last Verified
ProfileVirtual Tax Advisor – Seasonal The candidate will download and complete client tax returns through a virtual platform. Communicate with clients through a variety of mediums, including telephone and email. Analyze tax information provided by clients and deliver a timely and high quality client experience. Demonstrate tax expertise by completing accurate returns and dedication to impeccable client service by providing timely and helpful responses to client inquiries. Research complex federal and state tax issues to ensure client’s tax returns are accurate and complete before filing. Other duties as assigned. Should have Associate’s degree in Accounting or related field plus two years of tax preparation experience. Must have Bachelor’s degree in Accounting or Finance or an equivalent combination of education and experience plus 1 year of tax preparation experience. 1 year of tax preparation experience is needed. Completion of an H&R Block training course with a passing grade on the final assessment is needed. should have knowledge of tax law sufficient to understand and explain most elements of personal taxation as they apply to H&R Block’s client demographics. Must have ability to interpret, analyze, and correctly formulate solutions to both routine as well as highly complex tax situations. Preferred: Enrolled Agent, Attorney, or CPA; Master’s degree in Accounting, Finance, or other related field.