Tax Preparer Assistant - Franchise Location

H&R Block; Marion (KY); Presencial; USD 19.000 - 28.000; Jornada completa

Descripción de la vacante

H&R Block in Kentucky is seeking an entry-level Tax Interview Assistant to support tax season operations. You will enter client and W-2 information into the tax program and help assemble tax returns.

This role focuses on accuracy, customer service, and teamwork as you assist with interviews and ensure clients receive superior service from start to finish.

Strong communication, attention to detail, and the ability to work well with others will help you succeed in this rewarding position.

Formación

• Reading and math skills are required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsabilidades

• 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

Conocimientos

Communication

Reading & math

Phone communication

Windows programs

Educación

High school diploma or equivalent

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.

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.