Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Berlin (VT); On-site; USD 29,000 - 39,000; Full time

Job summary

H&R Block, Inc. in Vermont seeks an associate to assist with tax interviews and deliver exceptional client service. You will enter client and W-2 data into the tax software, helping to start the interview and gather information.

You will assemble tax returns, obtain signatures, review results with clients, and complete bookkeeping procedures, ensuring accuracy and compliance. Strong communication and Windows-based skills are essential.

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

Attention to detail

Communication skills

Windows-based software

Math skills

Education

High school diploma or equivalent

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.

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

$21.00 - $28.00/Hr.