Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Wayland Township (MI); Vor Ort; USD 30.000 - 42.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is looking for an entry-level Tax Associate to help with client interviews, enter W-2 data, and prepare tax returns. You will also assemble returns, obtain signatures, review results with clients, and complete bookkeeping steps.

Ideal candidates have a high school diploma, basic math and reading skills, and ability to communicate well in person and by phone. Windows-based software experience is preferred.

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

Customer service

Communication skills

Reading and math skills

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.