Tax Preparer Assistant - Franchise Location

H&R Block; Belton (SC); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block is seeking team members to assist with the tax interview process, entering client and W-2 data into the tax software and helping assemble the return. You will review the completed product with the client and ensure high-quality service.

This role supports our clients through the tax season and beyond, with duties as assigned. The position requires a high school diploma and basic Windows-based software familiarity, plus strong communication and math skills to complete tax interviews

Qualifications

• Entry-level tax interview experience expected; ability to collect client data.

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

Tax interview entry

W-2 data entry

Communication

Customer service

Education

High school diploma

Tools

Windows

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.

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.