Seasonal, Virtual Partnerships Tax Professional
关于角色 当你激励客户对他们的财务未来做出自信，知情的决定时，你将建立信任关系，每年都会变得更强大。加入 H&R Block 作为一个季节性，虚拟伙伴关系税务专业人士意味着你将在我们的高级合作计划中为高价值的客户服务，提供个性化的税务专长和卓越的虚拟客户体验。你将支持复杂的税务情况，同时提供主动指导，税务规划见解以及定制解决方案，帮助客户以信心来选独特的财务环境。在这个职位中取得成功需要先进的税务专业知识，卓越的沟通技能，细节关注和致力于提供针对每个客户独特财务情况的精确高质量的税务解决方案。每天你将... · 作为高级合作计划内的值得信赖的税务顾问，提供个性化服务和非凡的虚拟客户体验。· 准备并审查涉及 K-1伙伴关系，S 公司，多州申报，租房地产，自雇收入，投资，信托，财产和高净值税务情况的复杂个人税收申报表。·提供积极的税务规划指导，并明确解释税收影响，帮助客户作出知情财务决策。·通过及时沟通，咨询支持和应对监督在整个税务准备过程中建立持久的客户关系。· 探索包括股票补偿 （RSU 和股票选项）以及其他复杂收入结构等先进的税收场景。· 研究复杂的税务问题，开发符合每个客户独特需求的精确，定制解决方案。·保持最高标准的准确性，保密度和细节关注，同时处理敏感的金融信息。· 通过持续培训和专业发展，保持税收法律，法规和 H&R 区块工具的最新信息。·与同行和税务专家合作以分享知识并不断增强客户体验。要求资格 ·需要三年的税务准备或审查经验。优先获得会计学，金融或相关领域的本科学位，但将考虑相等教育和实践经验。·使用 IRS 转录，修改和前一年退款识别经验 ·特殊动词
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About the Role
As you inspire clients to make confident, informed decisions about their financial future, you'll build trusted relationships that grow stronger every year.
Joining H&R Block as a Seasonal, Virtual Partnerships Tax Professional means you'll serve high-value clients within our Premium Partnership Program, providing personalized tax expertise and an exceptional virtual client experience. You'll support complex tax situations while delivering proactive guidance, tax planning insights, and tailored solutions that help clients navigate their unique financial circumstances with confidence. Success in this role requires advanced tax expertise, outstanding communication skills, attention to detail, and a commitment to delivering accurate, high-quality tax solutions tailored to each client's unique financial circumstances.
Day to day you'll...
- Serve as a trusted tax advisor to high-value clients within the Premium Partnership Program, delivering personalized service and an exceptional virtual client experience.
- Prepare and review complex individual tax returns involving K-1 partnerships, S-corporations, multi-state filings, rental real estate, self-employment income, investments, trusts, estates, and high-net-worth tax situations.
- Provide proactive tax planning guidance and explain tax implications clearly, helping clients make informed financial decisions.
- Build lasting client relationships through timely communication, consultative support, and responsive follow-up throughout the tax preparation process.
- Navigate advanced tax scenarios including stock compensation (RSUs and stock options) and other complex income structures.
- Research complex tax matters and develop accurate, tailored solutions that meet each client's unique needs.
- Maintain the highest standards of accuracy, confidentiality, and attention to detail while handling sensitive financial information.
- Stay current on tax laws, regulations, and H&R Block tools through ongoing training and professional development.
- Collaborate with peers and tax experts to share knowledge and continuously enhance the client experience.
Required Qualifications
- 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
Preferred Qualifications
- Enrolled Agent, Attorney, or CPA designation
- Master’s degree in accounting, Finance, or a related field
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
$21.59 - $32.40/Hr.Originally posted on Himalayas