Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Bangor (ME); On-site; USD 18,000 - 26,000; Full time

Job summary

H&R Block, Inc. in Bangor, ME is seeking a Tax Interview Assistant to help start and finish tax interviews, enter client and W-2 information, assemble returns, obtain signatures and review the product with clients.

The role requires a high school diploma, basic reading and math skills, and the ability to communicate effectively in person and on the phone. Windows-based software experience and state/local requirements may apply.

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

High school diploma or equivalent

Reading and math skills

Communication skills

Windows experience

State/local requirements

Tools

Windows-based software

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

Pay Range

$16.00 - $16.00/Hr.