Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Avon Lake (OH); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

H&R Block, Inc. in Avon Lake, OH is seeking an entry-level tax assistant to help with the initial tax interview steps and assist with closing and reviewing returns with clients.

You will enter client and W-2 information, assemble the tax return, obtain signatures, and complete bookkeeping procedures while ensuring superior service to all clients.

Qualifications

• Reading and math skills required to complete tax return interviews.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state/local requirements may apply.

Responsabilités

• Assist with the tax interview by entering client and W-2 information.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review the finished product with the client and completing bookkeeping procedures.
• Provide superior service to all H&R Block clients.
• All other duties as assigned.

Connaissances

Reading skills

Math skills

Communication skills

Customer service

Windows-based programs

Formation

High school diploma or equivalent

Outils

Windows-based software

Description du poste

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