Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Sigourney (IA); Presencial; USD 32.000 - 45.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking an entry-level tax assistant in Iowa to help with the initial tax interview by entering client and W-2 information, then assist in closing the interview by assembling the tax return and obtaining signatures.

The role emphasizes delivering superior service to all clients and supporting bookkeeping procedures. The position requires a high school diploma, basic reading and math skills, and the ability to communicate effectively in person and on the phone.

Formación

• 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.
• Additional coursework in math, accounting, or finance (preferred).

Responsabilidades

• 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.

Conocimientos

Reading skills

Math skills

Communication skills

Windows experience

Educación

High school diploma or equivalent

Additional coursework in math, accounting or finance

Herramientas

Windows-based programs

Descripción del empleo

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.