Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Claxton (GA); Sur place; USD 21 000 - 30 000; Plein temps

Résumé du poste

H&R Block, Inc. is seeking a team member to assist during tax interviews, handling client and W-2 data entry into the tax program. You will help close interviews by assembling tax returns, securing signatures, and reviewing the final product with clients.

In this role you will ensure every client receives superior service and perform additional duties as assigned. Strong math and reading skills, plus clear communication, are essential for success.

Qualifications

• 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.
• High school diploma or equivalent.

Responsabilités

• 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.

Connaissances

Reading and math skills

Effective communication

Windows-based computer programs

Additional state and local reqs

Formation

High school diploma or equivalent

Outils

Windows-based computer 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