Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Albert Lea (MN); On-site; USD 21,000 - 22,000; Full time

Job summary

H&R Block, Inc. in Albert Lea, MN is seeking a frontline Tax Assistant to support the tax interview process and build lasting client relationships.

You will enter client and W-2 information, assist with assembling the tax return, obtain required signatures, review the finished product with the client, and help with bookkeeping procedures while delivering superior service. Ideal candidates have a high school diploma or equivalent, basic reading and math skills, strong communication, and

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.

Responsibilities

• Assist with entering client and W-2 information into the tax program at the start of the interview.
• Assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.
• Complete bookkeeping procedures and ensure all clients receive superior service.
• All other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Course work in math, accounting, or finance

Job description

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.

What You’ll Bring to the Team

• 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

Your Expertise

• 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 Qualifications

• Additional course work in math, accounting, or finance

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.

Pay Range

$15.00 - $16.00/Hr.