Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Urbana (OH); Vor Ort; USD 29.000 - 39.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Urbana, OH is seeking a frontline tax assistant who will help start and finish client interviews, entering client data and W-2 information into the tax program.

You will assemble tax returns, obtain signatures, review completed work with clients, and perform bookkeeping procedures. Strong reading, math, and communication skills are essential.

This entry-level role emphasizes customer service and accuracy, with additional state/local requirements possibly applying.

Qualifikationen

• Reading and math skills are required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• 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 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

Reading and math skills

Communication skills

Windows-based programs

Ausbildung

High school diploma or equivalent

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