Tax Preparer Assistant- Franchise Location

H&R Block; Twin Lakes (WI); On-site; USD 61,000 - 75,000; Full time

Job summary

A leading tax services company is seeking a Tax Preparer Assistant in Twin Lakes, WI. Responsibilities include assisting clients with tax interviews, entering information, and ensuring quality service. Candidates should have a high school diploma and effective communication skills. This role offers competitive salary and full-time employment.

Qualifications

• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Additional state and local requirements may apply.

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information.
• Assist with closing the interview and assembling the tax return.
• Ensure all clients receive superior service.

Skills

Effective communication

Windows-based computer proficiency

Education

High school diploma or equivalent

Job description

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What you'll do...

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 do...

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
  
  

It would be even better if you also had...

• Additional course work in math, accounting, or finance

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Retail

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