Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Greybull (WY); Presencial; USD 26.000 - 34.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a detail-oriented team member to assist with the tax interview by entering client and W-2 information into the tax program, and to help close interviews by assembling returns and obtaining signatures. You will review the final product with clients and complete bookkeeping procedures.

Focus on delivering superior service to all clients, with duties as assigned. Strong communication and basic Windows skills are required to succeed.

Formación

• 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.

Conocimientos

Reading skills

Math skills

Communication skills

Windows-based software

Educación

High school diploma or equivalent

Herramientas

Windows-based software

Descripción del empleo

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