Tax Preparer Assistant - Franchise Location

H&R Block; Bozeman (MT); On-site; USD 24,000 - 36,000; Full time

Job summary

H&R Block in Bozeman seeks a team member to support tax interviews and client service. You will enter client and W-2 information into the tax program, aiding the preparation of accurate returns and a smooth client experience.

Key responsibilities include assembling the tax return, obtaining required signatures, and reviewing the finished product with the client. The role emphasizes clear communication, reliable data entry, and ensuring high-quality service during the tax process.

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 tax interview by entering client and W-2 information into the tax program
• Assist with closing 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

Client communication

Data entry

Bookkeeping

Windows software

Interpersonal skills

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.