Tax Preparer Assistant - Build Trust, Master Returns

H&R Block; Estherville (IA); On-site; USD 18,000 - 45,000; Part time

Job summary

H&R Block is seeking a team member to assist with tax interview processes, including entering client and W-2 information and assembling tax returns. You will help close interviews, obtain signatures, and review the completed product with clients while following bookkeeping procedures.

Strong communication and basic math skills are required, along with experience using Windows-based software. State and local requirements may apply, with additional coursework in math or accounting preferred.

Qualifications

• 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.

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

Skills

Reading and math skills

Communication skills

Customer service

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking a team member to assist with tax interview processes, including entering client and W-2 information and assembling tax returns. You will help close interviews, obtain signatures, and review the completed product with clients while following bookkeeping procedures.

Strong communication and basic math skills are required, along with experience using Windows-based software. State and local requirements may apply, with additional coursework in math or accounting preferred.