Prepare simple to complex tax returns for individuals or small businesses. Compute taxes owed or overpaid, using company software and formulas writen, and complete entries on forms, following tax form instructions and tax tables. Use all appropriate adjustments, deductions, and credits to keep clients' tax liability to a minimum. Interview clients to obtain additional information on taxable income and deductible expenses and allowances. Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns. Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion. Consult tax law handbooks or bulletins in order to determine procedures for preparation of atypical returns. Calculate form preparation fees according to return complexity and processing time required. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns. Review completed tax forms for accuracy and compliance. Provide tax information to clients as it relates to tax preparation and refer any unresolved client concerns. Communicate the fee for products and services in accordance with established company schedule of charges. Collect necessary fees, and submit fees and related documentation. Provide any additional research or follow-up necessary to change or update returns and contact client of the required changes. Take initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plans. Engage in local marketing and business building activities. Remain current with company policies and procedures related to tax preparation and offering other financial products. Read other business publications, as recommended by the District Manager's instructions. Prepare any additional administrative forms as required by H&R Block. May perform duties of other office support positions. As necessary, assist in opening the office and participate in the end of day processes related to accounting, office appearance and office closing.

VITA Center Successfully completed the study hours and passed the certification administrated by the IRS to prepare taxes. Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns. Review completed tax forms for accuracy and compliance Databases: TaxCut, TaxAct. Process of assisting taxpayers in preparing and filing Forms 1040EZ, 1040A, 1040, 1040NR, 1040NR-EZ, 1040PR, and Form 1040X returns.