Seasonal, Virtual Partnerships Tax Professional
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.
Responsibilities
- 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