Second Look Virtual Tax Professional

About the Role As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as an experienced Virtual Tax Professional means you’ll remotely serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with the advanced tax training you’ll need to be successful. Day to day, you'll... 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&