Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Nazareth (Northampton County); Presencial; USD 32.000 - 42.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. in Nazareth, PA is seeking an entry-level tax associate to help start tax interviews by entering client and W-2 information into our tax program, ensuring accuracy and efficiency.

You’ll assist with closing interviews by assembling returns, obtaining signatures, reviewing the finished product with clients, and completing bookkeeping procedures, while delivering superior service.

Formación

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsabilidades

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Conocimientos

Reading and math skills

Effective communication

Educación

High school diploma or equivalent

Herramientas

Windows-based programs

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.

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