Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Philipsburg (Centre County); Vor Ort; USD 32.000 - 38.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a role in Centre County, Philipsburg to assist with the tax interview process, input client and W-2 data, and help assemble the tax return for signatures. You will review the completed product with the client and perform bookkeeping procedures to ensure accuracy.

This position emphasizes clear communication, familiarity with Windows-based programs, and the ability to provide superior service to all clients while complying with state/local requirements.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Reading

Math

Communication

Windows programs

Ausbildung

High school diploma

Tools

Windows OS

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