Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Selinsgrove (Snyder County); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a detail-oriented team member to assist with tax interviews and the assembly of returns in our Selinsgrove area office.

You will enter client information and W-2 data, help prepare and review tax forms, and ensure accuracy and client satisfaction. Ideal candidates will have a high school diploma, solid reading and math skills, and the ability to communicate clearly in person and on the phone.

Qualifikationen

• High school diploma or equivalent.
• Basic reading and math skills to complete tax interviews.
• Effective communication in person and on the phone.
• Experience with Windows-based computer programs is helpful.
• 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, and reviewing the finished product with the client.
• Complete bookkeeping procedures as part of the closing process.
• All other duties as assigned.

Kenntnisse

Reading and math skills

Communication skills

Windows-based programs

State/local requirements

Ausbildung

High school diploma or equivalent

Tools

Windows-based 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

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.