Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Agoura Hills (CA); Vor Ort; USD 29.000 - 41.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a detail-oriented team member to assist at the start of tax interviews by entering client and W-2 information into the tax program, and to support closing the interview with tax return assembly and signatures.

You will ensure clients receive superior service while performing bookkeeping procedures. Junior responsibilities include handling standard tasks, communicating effectively in person and on the phone, and using Windows-based programs; additional state/local

Qualifikationen

• Reading and math skills required to begin and finish the tax return interview.
• Effective communication in person and on the phone.
• Experience with Windows-based computer programs.

Aufgaben

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned

Kenntnisse

Reading and math skills

Communication skills

Windows-based programs

Ausbildung

High school diploma or equivalent

Tools

Windows-based software

Jobbeschreibung

About the Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

What You’ll Bring to the Team

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program
• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures
• Ensure all H&R Block clients are receiving superior service
• All other duties as assigned

Your Expertise

• High school diploma or equivalent
• Reading and math skills required to begin and finish the tax return interview
• Ability to communicate effectively in person and on the phone
• Previous experience with Windows-based computer programs
• Additional state and local requirements may apply

Preferred Qualifications

• Additional course work in math, accounting, or finance

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.

Pay Range

$21.00 - $30.00/Hr.