Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Union Grove (WI); Vor Ort; USD 17.000 - 25.000; Teilzeit

Zusammenfassung

H&R Block, Inc. in Union Grove, Wisconsin, is seeking team members to assist with early tax interview steps by entering client and W-2 information into the tax program and helping close interviews with signatures and reviews.

The role emphasizes delivering superior service to all clients and supporting bookkeeping procedures. Applicants should have a high school diploma or equivalent, solid reading and math skills, and ability to communicate well in person and on the phone.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Effective communication

Reading and math skills

Attention to detail

Customer service

Phone/in-person communication

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.