Associate Manager, Virtual Tax

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Logo of H&R Block

H&R Block

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Lead, coach, and develop a team of Virtual Tax Professionals • Foster a positive, high-performing virtual work environment • Manage daily operations, including staffing and productivity • Ensure timely and accurate tax return and client deliverables • Champion a client-first culture by resolving client concerns • Provide guidance on complex tax situations and quality review efforts • Support recruiting, interviewing, hiring, onboarding, and workforce planning • Identify and implement process improvements to enhance workflows

🎯 Requirements

• 3+ years of tax preparation experience • 2+ years of leadership, coaching, or management experience • Strong understanding of individual income tax preparation and IRS regulations • Excellent communication, organizational, and problem-solving skills • Ability to lead and motivate employees in a virtual environment • Proficiency with Microsoft Teams, Outlook, Excel, and digital collaboration tools

🏖️ Benefits

• Health insurance • 401(k) matching • Employee Assistance Program • Fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit

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