Franchise Tax Preparation Assistant
2 weeks ago
Franchise Tax Preparation Assistant
About Us:
At H&R Block, we are committed to the principle of people supporting people. Our core mission is to assist and instill confidence in our clients, employees, and communities. We prioritize a culture of connection, embracing diversity and inclusion to ensure everyone feels valued and included.
We are dedicated to enhancing our operations and have embarked on a long-term strategy known as Block Horizons 2025, aiming for greater aspirations, accelerated transformation, and remarkable outcomes. Join us during this exciting phase at H&R Block.
Your Role:
As a member of our team, you will empower individuals to make informed and confident choices regarding their finances, careers, and lives. You will cultivate client relationships that strengthen over time.
Responsibilities:
1. Initiate the tax preparation process by inputting client and W-2 data into the tax software.
2. Assist in concluding the client interview by organizing the tax return, securing necessary signatures, reviewing the completed return with the client, and finalizing bookkeeping tasks.
3. Ensure that all clients receive exceptional service from H&R Block.
Qualifications:
- High school diploma or equivalent.
- Proficient reading and math skills necessary for conducting the tax return interview.
- Effective communication skills, both in person and over the phone.
- Familiarity with Windows-based computer applications.
- Additional state and local requirements may be applicable.
Note:
This office operates as an independently owned franchise under an agreement with H&R Block. Franchisees are responsible for their own hiring decisions.
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