Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Bozeman (MT); Sur place; USD 26 000 - 38 000; Plein temps

Résumé du poste

H&R Block, Inc. in Bozeman, MT is seeking a frontline tax associate to assist with client data entry, begin and close tax interviews, and support the preparation of tax returns. You will assemble returns, obtain signatures, review the finished product with clients, and perform bookkeeping procedures.

We value accurate data entry, clear communication, and comfort with Windows-based software. Training and on-the-job learning are provided to ensure client satisfaction.

Qualifications

• 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.

Responsabilités

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, and review the finished product with the client.
• Complete bookkeeping procedures.
• Ensure all clients receive superior service.

Connaissances

Data entry

Customer service

Communication skills

Windows OS

Reading & math

Formation

High school diploma

Outils

Windows-based programs

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

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.