Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Bentonville (AR); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. in Bentonville, AR seeks an entry-level Tax Interview Assistant to help clients prepare returns. You will enter client and W-2 data into the tax software and support the interview process.

You’ll assemble the tax return, secure signatures, review the completed product with clients, and complete bookkeeping procedures. You will ensure all clients receive superior service and uphold quality standards.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• 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

Communication skills

Reading and math skills

Windows experience

Education

High school diploma or equivalent

Course work in math, accounting, or finance

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