Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Mount Vernon (TX); Sur place; USD 28 000 - 36 000; Plein temps

Résumé du poste

H&R Block is seeking a team member to assist with the start of tax interviews by entering client and W-2 information into the tax program. The role includes assembling tax returns, obtaining signatures, and reviewing the finished product with clients to ensure quality service.

As part of the team, you will ensure every client receives superior service and perform additional duties as assigned. This entry-level position emphasizes accuracy, communication, and basic computer skills.

Qualifications

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

Responsabilités

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, obtain required 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.

Connaissances

Reading and math skills

Effective communication

Windows-based computer programs

State/local requirements

Formation

High school diploma or equivalent

Outils

Windows-based software

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.