Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Winnsboro (TX); Vor Ort; USD 35.000 - 45.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Winnsboro, TX is seeking an entry-level tax assistant who helps start the interview by entering client and W-2 details into the tax program and assists with closing by assembling returns and obtaining signatures.

You will ensure every client receives superior service, review the finished product with the client, and perform bookkeeping procedures as needed. Strong communication and basic Windows skills are required.

Qualifikationen

• High school diploma or equivalent is required.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

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 and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all clients are receiving superior service.

Kenntnisse

Reading and math

Effective communication

Phone etiquette

Attention to detail

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.