Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Karnes City (TX); Presencial; USD 19 000 - 25 000; Tempo integral

Resumo da oferta

H&R Block, Inc. is seeking a friendly, detail‑focused team member in Karnes City, Texas. You’ll help start the interview by entering client and W‑2 information into the tax program and ensure accuracy as the process unfolds.

You will assist with closing interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures. Prioritize superior service and follow all franchise procedures.

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

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.

Conhecimentos

Reading

Math

Effective communication

Windows-based programs

Formação académica

High school diploma

Ferramentas

Windows-based programs

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

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.