Tax Preparer Assistant - Franchise Location

H&R Block; Martinsville (IN); Vor Ort; USD 21.000 - 25.000; Vollzeit

Zusammenfassung

H&R Block is seeking a detail-oriented tax associate to help clients during the busy tax season at our Martinsville, IN office.

You will input client and W-2 information into the tax program, assemble returns, obtain signatures, and review the finished product with the client, while delivering superior service and accurate bookkeeping. Additional state/local requirements may apply.

Qualifikationen

• High school diploma or equivalent.
• Reading and math skills to complete tax interviews.
• Effective communication in person and by phone.
• Experience with Windows-based programs.
• Additional state/local requirements may apply.

Aufgaben

• 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.

Kenntnisse

Reading skills

Math skills

Communication skills

Windows software

Ausbildung

High school diploma or equivalent

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

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.