Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Celina (OH); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking an entry-level team member to support tax interview processes in Celina, OH. You will enter client and W-2 data, assist with assembling returns, obtain signatures, and review the final product with clients, ensuring superior service.

Strong reading and math skills and effective communication are essential, along with experience with Windows-based programs and adherence to state/local requirements. Other duties as assigned.

Qualifikationen

• 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, 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

Customer service mindset

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