Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Snake Spring Township (PA); Sur place; USD 17 000 - 21 000; Plein temps

Résumé du poste

H&R Block, Inc. is seeking an assistant to support tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the final product with clients, while completing bookkeeping steps.

The role emphasizes delivering superior service to every client and performing other duties as needed. A high school diploma, basic reading/math skills, and clear communication are required, along with experience

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

Effective communication

Formation

High school diploma or equivalent

Outils

Windows-based 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