Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Saltsburg (Indiana County); Vor Ort; USD 18.000 - 24.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Saltsburg, PA is seeking an entry-level assistant to support tax interviews. You will enter client and W-2 data into our tax software and help prepare returns.

You will assemble returns, obtain signatures, review the finished product with clients, and complete bookkeeping procedures, delivering superior service. The role requires a high school diploma, good reading and math skills, and strong communication, with familiarity of Windows-based programs.

Qualifikationen

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax 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 entering client and W-2 information into the tax program.
• Assist with 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

Customer service

Communication

Reading skills

Math skills

Windows programs

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