Sr Virtual Tax Advisor
What you'll do...
Join a fast-growing centralized team of tax advisors providing virtual tax preparation and review services to clients who’ve begun their individual tax returns using H&R Block’s do-it-yourself program. The Senior Virtual Tax Advisor both prepares client’s returns and supports Virtual Tax Advisors with their client’s returns to ensure an outstanding client experience.
Day to day, you’ll…
- Assist with the training and support of Virtual Tax Advisors
- 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 inquiri
- Research complex federal and state tax issues to ensure client’s tax returns are accurate and complete before filing
- Other duties as assigned
What you'll bring to the team...
Education
- Bachelor’s degree in Accounting or Finance or an equivalent combination of education and experience plus three years of tax preparation experience
Skills and Experience
- Three years of prior tax preparation experience
- Ability to provide second level of review for returns completed by other Best of Both Tax Advisors
- Excellent verbal and written communication skills including ability to lead training sessions
- Knowledge of tax law sufficient to understand and explain most elements of personal taxation as they apply to H&R Block’s client demographics
- Ability to interpret, analyze, and correctly formulate solutions to both routine as well as highly complex tax situations
- Ability to work effectively in a diverse work group
It would be even better if you also had…
- Enrolled Agent, Attorney, or CPA
- Master’s degree in Accounting, Finance, or other related field
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 Minimum
21.15
Pay Range Maximum
31.73
About H&R Block...
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.