Senior Tax Associate
On-siteNorth Platte, Nebraska, United States
Job Summary
Meet with returning and new clients to gather information, understand their tax situation, and prepare complete, accurate returns. Apply your experience to handle a broader range of client needs with greater independence, explaining tax information clearly and identifying tax savings opportunities. Recommend relevant H&R Block products and services while building lasting client relationships through teamwork and a client-first approach. Use problem-solving skills to analyze client information and address unique situations, leveraging available resources and guidance when needed. Complete the H&R Block Income Tax Course or Tax Knowledge Assessment and meet all IRS and state requirements. Work 15–35 hours per week, with availability up to 40 hours during peak periods and evenings and weekends during tax season. Join a team blending human expertise with digital innovation to provide help and inspire confidence in clients and communities.
Required Qualifications
- Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
- 1 year of experience as an H&R Block Tax Associate, including preparing individual tax returns
- Must complete continuing education and meet all IRS and applicable state requirements
- Strong communication skills, including explaining tax information clearly and asking questions to understand client needs
- Problem-solving skills, including organizing information and identifying solutions
- Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT
- High school diploma / GED / equivalent
- Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
- Availability to work evenings and weekends during tax season
Desired Qualifications
- Bachelor's degree in accounting, finance, or a related field
- Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
- Experience asking questions and recommending solutions based on client needs
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