Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Rehoboth Beach (DE); Vor Ort; USD 26.000 - 34.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a detail-focused team member to help start and finish tax interviews, enter client data, and assemble returns. You will assist with signatures, client reviews, and bookkeeping steps to ensure accurate tax filings.

In this role, you will contribute to delivering superior service to all clients, while adhering to procedures and completing duties as assigned. The position emphasizes communication and accurate data entry.

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

• 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 and math skills

Effective communication

Windows-based programs

State and local requirements may apply

Ausbildung

High school diploma or equivalent

Tools

Tax software

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