Tax Preparer Assistant - Franchise Location

H&R Block; Sunbury (Northumberland County); Vor Ort; USD 28.000 - 40.000; Vollzeit

Zusammenfassung

H&R Block seeks a local team member to support tax interviews in Sunbury, ensuring accurate data entry of client and W-2 information and a smooth start to the process.

You will help assemble tax returns, gather signatures, review outputs with clients, and perform bookkeeping duties while delivering superior service to every client.

Qualifikationen

• High school diploma or equivalent is required.
• Ability to read and perform math to complete tax interviews.
• Effective communication in person and on the phone.
• Experience with Windows-based programs is preferred.

Aufgaben

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program
• Assist with closing 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

Kenntnisse

Client service

Communication

Data entry

Windows proficiency

Ausbildung

High school diploma or equivalent

Tools

Windows-based programs

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.