Seasonal, Senior Virtual Tax Advisor jobs in United States
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H&R Block · 4 hours ago

Seasonal, Senior Virtual Tax Advisor

H&R Block is dedicated to helping people and providing confidence to their clients and communities. As a Senior Virtual Tax Advisor, you will provide expert tax preparation and personalized advice to clients, working remotely and ensuring an exceptional client experience.

ConsultingRetailService IndustryTax Preparation
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Tax preparationPersonal tax lawAnalytical skillsEnrolled Agent (EA)CPATax Knowledge AssessmentVirtual workCommunication skills

Required

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

Preferred

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

Benefits

Medical and prescription drug coverage
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit

Company

H&R Block

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H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

H1B Sponsorship

H&R Block has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Jeffrey Jones II
President & Chief Executive Officer
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Andy Phillips
Vice President - The Tax Institute at H&R Block
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Company data provided by crunchbase