Financial Advisor

4 days ago


Lincoln, Nebraska, United States Liberty Tax Service Full time
Job Description: Financial Advisor - Tax Services

We are seeking a skilled Financial Advisor - Tax Services to join our team at Liberty Tax Service. As a Financial Advisor - Tax Services, you will be responsible for providing expert tax advice and preparing accurate tax returns for individuals and small businesses.

About the Role
  • Provide exceptional customer service by addressing client concerns and questions in a timely manner.
  • Conduct client interviews to gather information about their tax situation.
  • Explain tax return outcomes and provide tax planning advice.

Key Responsibilities
  • Prepare individual and small business tax returns accurately and efficiently.
  • Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
  • Stay updated on current tax laws and regulations through ongoing education and training.

Qualifications
  • Strong knowledge of federal, state, and local tax laws and regulations.
  • Proficiency in tax preparation software and Microsoft Office Suite.
  • Excellent attention to detail and organizational skills.
  • Strong analytical and problem-solving abilities.
  • Superior communication skills, both verbal and written.
  • Ability to work independently and manage multiple priorities.
  • Must have an IRS preparer tax identification number (PTIN) or be eligible to apply/renew.

Estimated Salary
$18/hour + end-of-season bonus

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