Tax Preparer Assistant - Franchise Location

H&R Block; Morehead City (NC); Sur place; USD 17 000 - 25 000; Plein temps

Résumé du poste

H&R Block in Morehead City, NC seeks a team member to assist in tax interviews, entering client and W-2 information into the tax software. You will help assemble returns, obtain signatures, review results with clients, and complete bookkeeping tasks.

A commitment to delivering superior service to all clients is essential. Preferred candidates may have additional coursework in math, accounting, or finance, and possess strong communication skills and familiarity with Windows-based programs.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Reading skills

Math skills

Communication skills

Windows proficiency

Formation

High school diploma or equivalent

Math coursework (preferred)

Description du poste

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.