Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Defiance (OH); Vor Ort; USD 28.000 - 42.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking an entry-level Tax Assistant to help begin and close tax interviews, entering client and W-2 information and assembling returns. You will review the finished product with clients and obtain the necessary signatures, ensuring high-quality service.

This role requires basic reading and math skills, clear communication, and comfort with Windows-based programs, with state/local requirements varying by location.

Qualifikationen

• Assist with the beginning of the tax interview by entering client and W-2 information.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.

Aufgaben

• Assemble tax returns and obtain requisite signatures.
• Review completed tax returns with clients and ensure accuracy.
• Maintain accurate client data in the tax program and complete procedures as needed.
• All other duties as assigned by supervisor.

Kenntnisse

Reading and math skills

Effective communication

Windows-based programs experience

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

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.