Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Buffalo (MO); On-site; USD 30,000 - 40,000; Full time

Job summary

H&R Block, Inc. in the United States is seeking an entry-level support role to assist with tax interviews and client service. You will enter client and W-2 information into the tax program and help assemble returns.

You will also ensure accuracy, obtain signatures, review the finished product with clients, and support bookkeeping procedures while delivering superior service to every client. This position emphasizes accuracy, compliance, and strong communication to ensure a smooth tax season for

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax return interview.
• Strong verbal and written communication abilities.
• Experience with Windows-based programs.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax software at interview start.
• Assemble the tax return and obtain required signatures at interview close.
• Review the completed tax return with the client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.
• Handle other duties as assigned.

Skills

Communication

Reading

Mathematics

Oral communication

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

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.