Seasonal Virtual Partnerships Tax Professional

• Serve as a trusted tax advisor to high-value clients within the Premium Partnership Program
• Deliver 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
• Build lasting client relationships through timely communication, consultative support, and responsive follow-up
• Navigate advanced tax scenarios including RSUs, stock options, and other complex income structures
• Research complex tax matters and develop accurate, tailored solutions
• Maintain accuracy, confidentiality, and attention to detail when 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 enhance the client experience

Requirements

• Three years of tax preparation or review experience required
• Experience with IRS transcripts, amendments, and prior year return identification
• Exceptional verbal and written communication skills
• Strong virtual collaboration skills across digital platforms
• Strong knowledge of tax law and personal tax concepts
• Analytical skills to interpret, assess, and resolve routine and complex tax situations
• Ability to work effectively in a diverse, collaborative team environment
• High school diploma or equivalent
• Bachelor’s degree in accounting, finance, or a related field preferred; equivalent education and practical experience considered
• Enrolled Agent, Attorney, or CPA designation preferred
• Master’s degree in accounting, Finance, or a related field preferred

Core Competencies

Demonstrates expertise in tax preparation and planning, with a strong focus on complex individual tax returns and high-net-worth client situations. Proficient in navigating tax laws and providing exceptional client service through effective communication and collaboration.

Highest-signal resume keywords

• Tax Preparation Experience
• Knowledge of Tax Law
• Analytical Skills
• Enrolled Agent Designation
• Bachelor’s Degree in Accounting

Hard Skills

• Complex Tax Return Preparation
• K-1 Partnerships
• S-Corporations
• Multi-State Filings
• Rental Real Estate
• Self-Employment Income
• Investments
• Trusts
• Estates
• IRS Transcripts

Soft Skills

• Exceptional Communication Skills
• Virtual Collaboration Skills
• Client Relationship Building
• Attention to Detail
• Consultative Support

Certifications & Qualifications

• Enrolled Agent
• CPA Designation
• Attorney Designation

Industry Keywords

• High-Net-Worth Tax Situations
• Tax Planning Guidance
• Complex Income Structures
• Tax Implications
• Ongoing Training

Tools & Technologies

• H&R Block Tools