Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Hillsboro (OH); Presencial; USD 28 000 - 36 000; Tempo integral

Resumo da oferta

H&R Block, Inc. in Hillsboro is seeking a detail-oriented assistant to support the tax interview process. You will enter client and W-2 information into our tax software and help prepare the initial interview setup.

As part of the team, you will assemble the tax return, obtain signatures, review the finished product with the client, and ensure accurate bookkeeping procedures. Strong reading and math skills and clear communication are essential.

Qualificações

• 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.

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 and math skills

Communication skills

Windows-based computer programs

Formação académica

High school diploma or equivalent

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