Tax Preparer Assistant - Franchise Location

H&R Block; Roanoke (AL); Sur place; USD 30 000 - 45 000; Plein temps

Résumé du poste

H&R Block in Roanoke, AL is seeking an entry-level tax assistant to support the interview process and tax preparation. You will enter client and W-2 information into the tax program, then assist with assembling the tax return, obtaining signatures, and reviewing the finished product with the client, along with bookkeeping tasks.

The role emphasizes accurate data entry, client service, and reliable support for filing tax documents, with opportunities to learn essential tax preparation procedures.

Qualifications

• 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.

Responsabilités

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return, 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 skills

Math skills

Communication

Windows-based software

Formation

High school diploma

Outils

Windows-based software

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

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.