Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Tax Professional - Franchise Location
IN · On-site
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Tax Professional - Franchise Location
IN · On-site
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience 1 - This office is an independently owned and operated franchise ...
Virtual Tax information
What is a virtual tax?
Virtual tax preparers are professionals who assist clients with tax preparation and filing services remotely, often using secure online platforms. They gather financial documents and information through digital channels, prepare tax returns, and may provide consultation through video calls, emails, or phone. This service allows clients to handle their taxes efficiently without needing to visit an office in person, making the process more convenient and accessible.
What skills and qualifications are needed to be a virtual tax professional?
To thrive as a Virtual Tax Professional, you need a solid understanding of tax laws, accounting principles, and compliance requirements, typically supported by a degree in accounting or finance and relevant certifications like CPA or EA. Familiarity with tax preparation software (such as TurboTax, QuickBooks, or ProConnect) and secure document management systems is essential. Strong attention to detail, analytical thinking, and effective client communication are crucial soft skills for this remote role. These skills ensure accurate tax filings, maintain client trust, and support efficient, compliant virtual operations.
What challenges do virtual tax professionals face and how can they be managed?
Virtual Tax professionals often encounter challenges related to remote client communication, maintaining data security, and managing a high volume of deadlines during tax season. To manage these, it's important to adopt secure document-sharing platforms, establish clear communication protocols, and use reliable tax software to stay organized. Additionally, setting regular check-ins with clients and collaborating closely with team members through virtual meetings can help ensure accuracy and timely delivery of services.
What is the difference between Virtual Tax vs Virtual Bookkeeper?
| Aspect | Virtual Tax | Virtual Bookkeeper |
|---|---|---|
| Certifications | Enrolled Agent, CPA, or Tax Preparer Certification | Bookkeeping Certification (e.g., QuickBooks Certified) |
| Work Environment | Seasonal, tax season-focused, remote | Ongoing, year-round, remote |
| Industry Usage | Tax firms, accounting services, individual clients | Small businesses, accounting firms, freelancers |
| Primary Tasks | Preparing and filing tax returns, tax planning | Recording transactions, reconciling accounts, managing ledgers |
Virtual Tax professionals focus on tax preparation, planning, and filing, often requiring specific tax certifications. Virtual Bookkeepers handle ongoing financial record-keeping and reconciliation tasks. While both roles are remote and involve financial data, their core responsibilities and certifications differ, catering to different client needs within the finance industry.
What are the most commonly searched types of Tax jobs in Indiana?
The most popular types of Tax jobs in Indiana are:
Tax Professional - Franchise Location
Delphi, IN • On-site
H&R Block •
Accounting Services • 1 - 5K employees1,001 - 5,000 employees
5.6
Based on 293 frontline employees who took The Breakroom Quiz
147th of 152 rated financial services
People enjoy working here
Recommended by students
Recommended by parents
Respectful managers
Learn new skills
Full-time
Posted 14 days ago
Job description
About the Role
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block1 as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Preferred Qualifications
1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
2 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Required Qualifications
Your Expertise:
Why work for us
The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block1 as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Preferred Qualifications
- Bachelor's degree in accounting or related field
- CPA or Enrolled Agent certification
- Experience completing complex returns (individual, trust, partnership)
- 5+ years of experience in accounting, finance, bookkeeping or tax
- Experience conducting virtual tax interviews
- Experience with tax planning and audit support
- Sales and/or marketing experience
1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
2 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Required Qualifications
- Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
- Prepare complete and accurate tax returns
- Generate business growth, increase client retention, and offer additional products and services
- Provide clients with IRS support
- All certification levels can provide tax notice services
- Circular 230 associates can provide audit representation
- Mentor and support teammates
Your Expertise:
- Successful completion of the H&R Block Tax Knowledge Assessment2
- Experience in accounting, finance, bookkeeping or tax
- Experience completing individual returns
- Experience working in a fast-paced environment
- Comfort working with virtual tools - video, phone and chat
- Ability to effectively communicate in person, via phone and in writing
- Must complete continuing education requirement and meet all other IRS and applicable state requirements
- High school diploma / equivalent or higher
Why work for us
The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.
About H&R Block
Sourced by ZipRecruiter
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
Industry
Accounting services, it services and finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US
Website
What H&R Block employees say
Pay
Benefits
Hours and flexibility
Workplace
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