Seasonal, Lead Virtual Fulfillment Tax Professional
About the role
...
Responsibilities
- ... ...
Requirements
- High school diploma or equivalent
- 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
Preferred Qualifications
maybe we can call it Qualifications? The instruction says use headings like Qualifications. Could have a section Qualifications for preferred. But we already have Requirements. Could have Qualifications for preferred. Let's do:Qualifications
- Bachelor’s degree in a related field or equivalent combination of education and work experience
- Circular 230 credential (attorney, EA or CPA)
- Experience leading remote teams
Skills
maybe we can list skills like leadership, communication, virtual coaching, tax expertise, scheduling, performance monitoring, coaching, inclusive environment, technical tax support, IRS transcript interpretation, compliance, client escalation support. But we might avoid duplication. Could combine with responsibilities. But we can create Skills section with bullet list of skills derived. But instruction: Prefer a few substantive sections over many thin ones. So maybe we don't need Skills separate if we already have Responsibilities and Requirements. Could omit Skills. Benefits: we have details. Pay: we have pay range. Schedule: we have flexibility statement. Thus sections: About the role, Responsibilities, Requirements, Qualifications (preferred), Benefits, Pay, Schedule. Check if any section would be empty: all have content. Now we need to preserve ALL substantive information; do not invent or summarize away detail. Must include all details from posting. Let's extract all details: About The Role paragraph: "As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals focused on resolving complex tax matters. 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..." Then the bullet list. We need to keep the "Day to day, you’ll..." as intro to responsibilities maybe. Could include in About the role paragraph up to that point, then responsibilities list. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must remove boilerplate: "Why work for us" is not boilerplate; it's substantive about company purpose, culture, benefits. We can include that in Benefits or maybe a separate section "About the company". But we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put the "Why work for us" content into Benefits section (since it talks about benefits, culture). However Benefits section should contain benefits details; we can also include the culture description there as a paragraph. But we must not omit any substantive info. So we need to include the purpose statement, culture, etc. Let's capture: "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." That's substantive. Then Pay Range Information paragraph: includes description about pay range, local minimum wage, individual pay factors, incentive compensation, etc. Then "Pay Range $25.10 - $37.64/Hr." We need to keep all that. Benefits details: "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." Also note "competitive pay, comprehensive benefits, and support for life both in and outside of work." Already in why work for us. Now schedule: "Flexibility to work extended or varied hours during the seasonal period" appears under Required Qualifications Work Experience. We'll put that in Schedule section. Now we need to ensure we don't duplicate content. For example, the flexibility statement appears also in Responsibilities? Not exactly; it's in Work Experience. We'll include it only once, maybe in Schedule. Now we need to decide where to put each piece. Let's outline:About the role
As a Seasonal Lead Virtual Tax Professional, you will lead a remote team of Virtual Tax Professionals focused on resolving complex tax matters. 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.
Then responsibilities list.Responsibilities
- Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
- Deliver training on tax policies, transcript analysis, 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
- Guide associates in interpreting IRS transcripts and identifying resolution opportunities
- Ensure adherence to Internal Revenue Service requirements and company compliance standards
- Support client escalations and virtual service delivery as needed
Requirements
- High school diploma or equivalent
- 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
- Internet speed of at least 15 Mbps
- Supervisory or people leadership experience
- 3 years of experience in tax preparation and/or tax research
Qualifications
- Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
- Circular 230 credential (attorney, EA or CPA)
- Experience leading remote teams
Benefits
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