Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Kutztown (Berks County); In loco; USD 26.000 - 34.000; Tempo pieno

Descrizione del lavoro

H&R Block, Inc. is seeking a detail-oriented assistant to support the tax interview process in our Kutztown area offices. You will help gather client information and guide the interview in a compliant, client-friendly manner.

You will enter client and W-2 information into our tax software, then assist in assembling tax returns, obtaining signatures, and reviewing the final product with the client while delivering superior service to all H&R Block clients.

Competenze

• 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.

Mansioni

• 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

Conoscenze

Reading

Math

Communication

Windows-based software

Formazione

High school diploma or equivalent

Strumenti

Windows OS

Descrizione del lavoro

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