Second Look Virtual Tax Professional

Take a consultative approach by understanding clients' financial goals, identifying potential tax savings, planning the future, and informing clients about available H&R Block products and services that may assist with their financial objectives

Establish rapport and trust with clients by consistently exhibiting empathy, active listening, and a sincere commitment to their financial well-being.

Conduct tax interviews to support retail and DIY online clients through virtual tools – video, phone, chat, email

Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards.

Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments

Offer ethical, credible advice regardless of client suggestions

Handle sensitive information with confidentiality and integrity

Keep up to date with tax laws, tools, and technology for accurate service. Pursuing ongoing training to improve tax expertise, customer service, and tech skills

Use H&R Block’s digital tools (video, phone, chat, email, and platforms) confidently to streamline the tax preparation process and enhance client experience

Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to enhance client experience and achieve office goals continuously

Other duties as assigned

Three years of tax preparation or review experience required. A bachelor’s degree in accounting, finance, or a related field is preferred, but equivalent education and practical experience will also be considered.

Experience with IRS transcripts, amendments, and prior year return identification

Exceptional verbal and written communication skills, with a strong emphasis on virtual collaboration, including the ability to communicate clearly, provide constructive feedback, and engage effectively across digital platforms.

Strong knowledge of tax law, with the ability to explain personal tax concepts relevant to H&R Block’s client base

Analytical skills to interpret, assess, and resolve both routine and complex tax situations

Ability to work effectively in a diverse, collaborative team environment

High school diploma or equivalent

Enrolled Agent, Attorney, or CPA designation

Master’s degree in accounting, Finance, or a related field