Tax Preparer Assistant - Franchise Location

H&R Block; Fredericksburg (TX); Vor Ort; USD 43.000 - 53.000; Vollzeit

Zusammenfassung

H&R Block in Fredericksburg, TX is seeking an entry-level team member to assist with tax interviews. You will input client and W-2 information into the tax software, help assemble the return, obtain signatures, and review the completed product with clients while ensuring high-quality service.

Strong reading and math skills, plus the ability to communicate effectively in person and on the phone, are essential.

Qualifikationen

• High school diploma or equivalent is required.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Previous experience with Windows-based computer programs.

Aufgaben

• 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

Ausbildung

High school diploma or equivalent

Reading and math skills

Ability to communicate effectively

Additional state and local requirements may apply

Tools

Windows-based computer programs

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.