Tax Professional - Franchise Location
On-siteLincoln, Nebraska, United States
Lincoln, Nebraska, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Conduct face-to-face and virtual tax interviews, prepare complete returns, and provide IRS support to diverse clients. Generate business growth by offering additional products and services while mentoring teammates. Complete the H&R Block Tax Knowledge Assessment and all required continuing education to serve clients with confidence. This seasonal role requires experience in accounting, finance, or tax, with a preference for those holding a CPA or Enrolled Agent certification.
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
- Successful completion of the H&R Block Tax Knowledge Assessment
- 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
Desired 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
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