Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Elverson (Chester County); In loco; USD 32.000 - 44.000; Tempo pieno

Descrizione del lavoro

H&R Block, Inc. is seeking a role to assist with the tax interview process, including entering client and W-2 information into the tax software and helping assemble tax returns.

The position focuses on delivering superior service to all clients, supporting both the beginning and closing phases of the interview, and performing related bookkeeping duties as assigned.

Competenze

• 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.

Mansioni

• 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

Conoscenze

Reading and math skills

Communication skills

Windows-based software

Formazione

High school diploma or equivalent

Strumenti

Windows-based computer programs

Descrizione del lavoro

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