Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Dunn (NC); Presencial; USD 28 000 - 40 000; Tempo integral

Resumo da oferta

H&R Block, Inc. is seeking an entry-level role to assist with the tax interview process and help prepare client returns in Dunn, North Carolina. You will enter client and W-2 information into our tax program and support a smooth interview flow while upholding service standards.

The position emphasizes attention to detail, effective communication, and ability to work with Windows-based software. Additional local requirements may apply, with opportunities for growth within the firm.

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 skills

Math skills

Communication

Windows-based programs

State/local requirements

Formação académica

High school diploma

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