Tax Preparer Assistant - Franchise Location

H&R Block; Honesdale (Wayne County); Vor Ort; USD 21.000 - 26.000; Vollzeit

Zusammenfassung

H&R Block is seeking an entry-level team member to support tax interview processes in a franchise office. You will enter client and W-2 information into the tax program, assist with assembling tax returns, and review the finished product with clients to ensure accuracy and satisfaction.

Strong communication and basic math skills are required, along with proficiency in Windows-based software. This role involves providing superior service and performing additional duties as needed.

Qualifikationen

• Must have reading and math skills to begin and complete the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Aufgaben

• Enter client and W-2 information into the tax program to begin the interview.
• Assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.
• Complete bookkeeping procedures and ensure all clients receive superior service.
• Perform other duties as assigned by the franchisee.

Kenntnisse

Communication

Math skills

Computer literacy

Ausbildung

High school diploma or equivalent

Tools

Windows-based 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.

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.