Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Bedford (Bedford County); Presencial; USD 21.000 - 34.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. in Bedford is seeking a candidate to support the tax interview process. You will enter client and W-2 information into the tax program and help assemble the tax return with accuracy and care.

As a team member, you will review the completed product with the client, obtain required signatures, and perform bookkeeping steps to close the interview. You will ensure superior service for all clients and handle additional duties as needed.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Reading and math

Communication skills

Windows proficiency

High school diploma

State/local requirements

Educación

High school diploma or equivalent

Herramientas

Windows-based programs

Descripción del empleo

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