Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Albia (IA); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block, Inc. seeks team members to assist clients through the tax interview by entering client and W-2 information into the tax program and helping assemble the tax return for filing. You will review the finished product with the client, obtain signatures, complete bookkeeping procedures, and ensure superior service for all clients.

Franchise-affiliated posting in Albia, IA may require adherence to state and local requirements. Additional duties as assigned may apply.

Qualifications

• High school diploma or equivalent is required.
• Ability to read and perform basic math.
• Effective in-person and phone communication.
• Experience using Windows-based software.

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

Customer service

Communication skills

Windows-based software

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based programs

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.