Tax Preparer Assistant - Franchise Location

H&R Block; Hughes Springs (TX); Vor Ort; USD 30.000 - 40.000; Vollzeit

Zusammenfassung

H&R Block in Hughes Springs, Texas is seeking a Tax Support Associate to help guide clients through the early tax interview and support the preparation process.

You will enter client and W-2 information, assist with finalizing returns, obtain signatures, review the finished product with the client, and ensure every client receives superior service. This role requires a high school diploma, basic reading and math skills, and comfortable communication on the phone and in person.

Qualifikationen

• 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.

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.

Kenntnisse

Reading and math skills

Communication skills

Windows-based software

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.

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.