Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Southport (NC); Sur place; USD 18 000 - 28 000; Plein temps

Résumé du poste

H&R Block, Inc. is seeking a team member to help initiate and close tax interviews, entering client data and W-2 information into our tax program.

The role includes assembling returns, obtaining signatures, reviewing outcomes with clients, and completing bookkeeping steps. The candidate should have a high school diploma or equivalent, strong reading and math skills, and the ability to communicate effectively in person and by phone.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are needed to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

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

Communication skills

Reading & math skills

Windows-based computer experience

State/local requirements may apply

Formation

High school diploma or equivalent

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