Tax Preparer Assistant - Franchise Location

H&R Block; Phoenixville (Chester County); Sur place; USD 19 000 - 30 000; Plein temps

Résumé du poste

H&R Block is seeking a team member to assist at the start of tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling the tax return, obtaining signatures, and reviewing the finished product with the client.

Ideal candidates have a high school diploma or equivalent, solid reading and math skills, and the ability to communicate effectively in person and on the phone.

Qualifications

• Requires high school diploma or equivalent.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

Responsabilités

• Enter client and W-2 information into the tax program.
• Assemble the tax return and 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

Communication

Windows basics

Formation

High school diploma or equivalent

Outils

Windows-based programs

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.

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.