Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Powell (WY); Vor Ort; USD 26.000 - 36.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Powell, WY is seeking an entry-level tax interview assistant to help start client interviews by entering W-2 data into the tax program and to assist with the closing of interviews by assembling returns and obtaining signatures.

You will ensure every client receives superior service, communicate effectively, and perform related duties. A high school diploma and basic math and reading skills are required; familiarity with Windows-based software is expected.

Qualifikationen

• 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

Aufgaben

• Enter client and W-2 information into the tax program at the start of the interview
• Assemble the tax return and obtain required signatures at interview close
• 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

Kenntnisse

Reading

Math

Communication

Windows

Ausbildung

High school diploma

Tools

Windows-based programs

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