Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Campbellsport (WI); Vor Ort; USD 19.000 - 28.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in the United States is seeking an entry-level Tax Interview Assistant to help gather client information and prepare returns. You will enter W-2 data, assist with closing the interview, and ensure high-quality service for every client.

The role emphasizes accurate data entry, clear communication with clients, and adherence to program procedures during the tax interview process.

Qualifikationen

• 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.

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, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Kenntnisse

Reading skills

Math skills

Communication skills

Phone communication

Windows-based programs

Ausbildung

High school diploma or equivalent

Tools

Windows OS

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.