Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Saint Marys (OH); Sur place; USD 22 000 - 34 000; Plein temps

Résumé du poste

H&R Block, Inc. is seeking an entry-level team member to support the tax interview process and help clients complete their returns accurately. You’ll enter client and W-2 information, assemble the tax return, obtain signatures, and review the finished product with the client.

You’ll also handle basic bookkeeping procedures, ensure superior service, and perform other duties as assigned within a fast-paced tax season environment.

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.
• 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

Windows-based programs

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