Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Brookfield (MO); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is hiring an entry-level team member to assist during tax interviews and help finalize returns. You will enter client and W-2 information into the tax program, assemble the tax return, obtain signatures, and review the completed product with the client.

You will also perform bookkeeping procedures, ensure high-quality service, and adapt to state or local requirements as needed. Strong communication and basic math skills are essential for success in this role.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax return interview.
• Effective communication in person and on the phone.
• Experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return and obtain signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Communication skills

Reading & math

Customer service

Education

High school diploma or equivalent

Tools

Windows software

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

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.