Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Boyertown (Berks County); On-site; USD 32,000 - 47,000; Full time

Job summary

H&R Block, Inc. is seeking a role focused on supporting the tax interview process in Boyertown, PA. You will enter client and W-2 information into the tax program and help assemble the tax return at the end of the interview.

The position emphasizes delivering superior service to all clients and performing additional duties as needed to support the tax team.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills needed to complete tax interview.
• Ability to communicate effectively in person and by phone.
• Experience with Windows-based programs.
• Additional state and local requirements may apply.

Responsibilities

• Assist with entering client and W-2 information into the tax program at the start of the interview.
• Assist with closing the interview by assembling the return, obtaining signatures, and completing bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• All other duties as assigned.

Skills

Reading skills

Math skills

Communication

Windows programs

Education

High school diploma or equivalent

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