Tax Preparer Assistant- Franchise Location jobs in United States
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H&R Block · 5 months ago

Tax Preparer Assistant- Franchise Location

H&R Block is a leading tax preparation service company, and they are seeking a Tax Preparer Assistant to support tax interviews and ensure superior client service. The role involves entering client information into the tax program, assembling tax returns, and reviewing them with clients.

ConsultingRetailService IndustryTax Preparation
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

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

Qualification

Windows-based programsMath skillsAccounting knowledgeFinance knowledgeEffective communication

Required

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

Additional course work in math, accounting, or finance

Company

H&R Block

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H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Andy Phillips
Vice President - The Tax Institute at H&R Block
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George Agurkis
Vice President, Government Relations
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Company data provided by crunchbase