Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Sandwich (MA); Sur place; USD 23 000 - 32 000; Temps partiel

Résumé du poste

H&R Block in Sandwich, MA is seeking an associate who helps inspire clients to make confident financial decisions and builds lasting relationships as you assist with the tax interview by entering client and W-2 information into the tax program.

You’ll also help close interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping 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.
• 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

Communication skills

Windows-based software

State/local requirements

Formation

High school diploma or equivalent

Outils

Windows-based computer programs

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

Pay Range

$17.00 - $23.00/Hr.