Tax Preparer Assistant, Franchise Location
H&R Block
Lake Geneva, WIFresher53m agovia LinkedIn
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.
Key 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.
Requirements & Tech Stack
- 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.
Qualifications
- Additional course work in math, accounting, or finance.