Associate Manager, Virtual Tax

H&R Block

United States · Posted Jul 17


Job description

Responsibilities: Lead and coach a team of virtual tax professionals to ensure high-quality tax preparation and exceptional client experiences. Manage daily operations, including workload distribution, productivity metrics, and compliance with tax regulations.

Requirements: Requires at least 3 years of tax preparation experience and 2 years of leadership or management experience. Must have a strong understanding of individual income tax and proficiency with digital collaboration tools.

Key skills: Tax Preparation, Leadership, Coaching, Performance Management, Operational Oversight, IRS Regulations, Client Relationship Management, Workforce Planning, Microsoft Teams, Microsoft Excel, Digital Collaboration, Problem Solving

Keywords: Individual Income Tax, IRS Regulations, Enrolled Agent, CPA, Virtual Tax Operations, Performance Management, Client Satisfaction, Tax Law, Microsoft Teams, Microsoft Outlook, Microsoft Excel, Retail Tax, Workforce Planning, Quality Review

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