Seasonal, Virtual Tax Professional

Bring your tax expertise, strong technical aptitude, and curiosity to Greenlight—a fast-growing team helping shape an innovative tax preparation product that combines AI-enabled technology with trusted human expertise. This seasonal role offers the chance to contribute to an evolving product and client experience. As a Remote Tax Advisor, you’ll work with clients virtually—critically reviewing AI-supported outputs, applying professional judgment, preparing and validating client returns, and providing tax advice to help deliver an accurate, high-quality client experience.

• Combine tax expertise with technical problem-solving within an AI-enabled tax preparation workflow—critically reviewing AI-supported outputs, validating client information and calculations, resolving exceptions, and applying professional judgment before returns move forward
• Communicate with clients through a variety of mediums which can include chat, secure messaging, phone, or video
• Analyze tax information provided by clients and deliver a timely and high-quality client experience
• Demonstrate tax expertise by ensuring an accurate return experience and dedication to impeccable client service by providing timely and helpful responses to client inquiries
• Research complex federal and state tax issues to ensure client’s tax returns are accurate and complete before filing
• Help shape ongoing product iterations by testing new functionality, identifying recurring issues, and sharing clear, actionable feedback and frontline insights with product and technology partners to improve the advisor and client experience

• Bachelor’s degree in accounting or finance or an equivalent combination of education and experience
• At least three years of prior progressive tax preparation experience (ability to pass H&R Block certification level 4 test within 30 days)
• Knowledge of tax law is sufficient to understand and explain most elements of personal taxation
• Ability to interpret, analyze, and correctly formulate solutions to both routine as well as complex tax situations
• Excellent verbal and written communication skills
• Strong technical aptitude: you learn unfamiliar software quickly, navigate multiple digital tools confidently, and use a structured approach to troubleshooting issues
• An innovation-minded approach: you enjoy testing new software, asking thoughtful questions, and contributing ideas in an environment where tools and processes evolve
• A growth mindset: you actively seek feedback, apply what you learn, and adapt your approach as new information, technology, and practices emerge
• A home working environment that supports focused client interaction and protects confidential information
• Able to stay on task while working virtually
• Experience using AI tools, with critical thinking to question outputs, verify accuracy, and recognize when human expertise is essential

Education:

• High school diploma or equivalent

Work Experience:

• Internet speed of at least 15 Mbps
• 1 - 3 years of tax preparartion experience
• Ability to learn and work effectively with virtual platforms, tax software, and evolving technology.
• Ability to review information, identify inconsistencies, and prepare accurate returns.
• Strong verbal and written communication skills.
• Ability to explain tax information in language clients can understand.
• Good organizational and time management skills.

It would be even better if you also had…

• Enrolled Agent, Attorney, or CPA credentials
• Knowledge of complex tax situations (foreign income, rentals, small business)

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more…