Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Ludington (MI); Vor Ort; USD 28.000 - 36.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Ludington, MI seeks an assistant to support the tax interview process, entering client and W-2 information and helping assemble the return. You will aid in presenting the final product to clients and ensuring accuracy and compliance.

In this role you will help ensure superior service, complete bookkeeping procedures, and handle additional duties as assigned, including working with Windows-based computer programs and adapting to state/local requirements.

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.
• Additional state and local requirements may apply.

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.

Ausbildung

High school diploma or equivalent

Tools

Windows-based computer 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