Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Charlotte (NC); Presencial; USD 32 000 - 36 000; Tempo integral

Resumo da oferta

H&R Block, Inc. in Charlotte, NC is seeking an entry-level tax assistant to help start the tax interview by entering client and W-2 data and to help close the interview by assembling the tax return and obtaining signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service. Training will cover local requirements and Windows-based software.

Qualificações

• 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.

Conhecimentos

Reading and math skills

Communication skills

Effective in-person and phone speaking

Windows-based computer programs

State/local requirements may apply

Formação académica

High school diploma or equivalent

Ferramentas

Windows-based programs

Descrição da oferta de emprego

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