Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Lick Township (OH); Vor Ort; USD 18.000 - 28.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Ohio seeks a team member to assist with tax interviews, entering client and W-2 information into the tax program and helping assemble returns.

You will help obtain signatures and review the finished product with clients, while ensuring superior service across all interactions. This role emphasizes accuracy, clear communication, and basic Windows-based computer skills, with additional state and local requirements potentially applying.

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.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

Aufgaben

• Enter client and W-2 information into the tax program during the interview.
• Assemble the tax return, obtain signatures, review with client, and complete bookkeeping.
• Ensure all clients receive superior service.
• All other duties as assigned.

Kenntnisse

Reading skills

Math skills

Communication skills

Phone communication

Ausbildung

High school diploma or equivalent

Tools

Windows-based software

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