Lead Virtual Tax Professional - Seasonal
H&R Block · Missouri, USA
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About the Role
As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals focused on supporting test and learn initiatives on the Innovations team. You will play a critical role in ensuring accurate tax outcomes, consistent client experiences, and strong team performance through virtual leadership, technical expertise, and ongoing coaching. This role combines people leadership with hands-on tax guidance and quality oversight in a fully virtual environment.
Day to day, you’ll...
- Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
- Deliver training on tax policies, virtual platforms, and workflow systems
- Create, manage, and adjust team schedules to support coverage and performance goals
- Monitor attendance, productivity, and compliance with virtual work expectations
- Review performance metrics and provide timely coaching and feedback
- Foster a collaborative and inclusive virtual work environment
- Provide technical tax support and guidance on complex tax scenarios
- Ensure adherence to Internal Revenue Service requirements and company compliance standards
- Support client escalations and virtual service delivery as needed
- Required Qualifications
Education
- High school diploma or equivalent
Work Experience
- Ability to lead, motivate, and coach remote teams effectively
- Excellent verbal, written, and interpersonal communication skills
- Experience serving clients in a virtual or remote environment
- Flexibility to work extended or varied hours during the seasonal period
- Internet speed of at least 15 Mbps
- Supervisory or people leadership experience
- 3 years of experience in tax preparation and/or tax research
Education
- Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
Work Experience
- Circular 230 credential (attorney, EA or CPA)
- Experience leading remote teams
About the Job
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.
Responsibilities
As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals focused on supporting test and learn initiatives on the Innovations team. You will play a critical role in ensuring accurate tax outcomes, consistent client experiences, and strong team performance through virtual leadership, technical expertise, and ongoing coaching. This role combines people leadership with hands-on tax guidance and quality oversight in a fully virtual environment.
Day to day, you’ll...
- Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
- Deliver training on tax policies, virtual platforms, and workflow systems
- Create, manage, and adjust team schedules to support coverage and performance goals
- Monitor attendance, productivity, and compliance with virtual work expectations
- Review performance metrics and provide timely coaching and feedback
- Foster a collaborative and inclusive virtual work environment
- Provide technical tax support and guidance on complex tax scenarios
- Ensure adherence to Internal Revenue Service requirements and company compliance standards
- Support client escalations and virtual service delivery as needed