Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Pleasanton (TX); Sur place; USD 28 000 - 38 000; Plein temps

Résumé du poste

H&R Block, Inc. in Pleasanton is seeking an entry-level associate to help with tax interviews and basic return preparation. You will enter client and W-2 information, verify accuracy, and assist clients through the process.

The role emphasizes clear communication, professionalism, and teamwork, with opportunities to learn tax software and state/local requirements while delivering superior service to clients.

Qualifications

• 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 and math skills

Communication skills

Windows-based software

Formation

High school diploma or equivalent

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