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

• Enrolled Agent, Attorney, or CPA credentials  

• Knowledge of complex tax situations (foreign income, rentals, small business) 

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

$21.59 - $32.40/Hr.