Tax Preparer Assistant - Franchise Location

H&R Block; Belgrade (MT); On-site; USD 26,000 - 36,000; Part time

Job summary

H&R Block in Belgrade, Montana is seeking an entry-level Tax Assistant to help initiate and close the tax interview process. You will enter client and W-2 information into the tax program and assist with assembling returns, obtaining signatures, and reviewing the finished product with clients.

Strong reading, math, and communication skills are required, with experience in Windows-based programs. This is a part-time position with the franchisee providing guidance and support throughout tax season.

Qualifications

• Ability to read and perform basic math tasks during the tax interview.
• Strong communication skills for in-person and phone interactions.
• Experience using Windows-based software or tax preparation programs.

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, and reviewing the product with the client.

Skills

Reading skills

Math skills

Communication skills

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.