Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Lithonia (GA); Presencial; USD 32.000 - 46.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. in Lithonia, GA is seeking a tax assistant to support the interview process by entering client and W-2 details into the tax software and helping close the interview by assembling the return with signatures and completing bookkeeping steps.

This role focuses on delivering superior service to all clients, reviewing the final product with clients, and handling any additional duties as assigned while complying with state and local requirements.

Formación

• 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.

Responsabilidades

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Conocimientos

Reading skills

Math skills

Communication

Educación

High school diploma or equivalent

Herramientas

Windows-based software

Descripción del empleo

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