Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Cadiz Township (OH); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block, Inc. in Cadiz Township, OH is seeking an entry-level Tax Prep Assistant to help start tax interviews by entering client and W-2 information into the tax program and to assist with closing interviews by assembling returns and obtaining signatures.

You will deliver superior service to all clients, perform basic bookkeeping procedures, and adhere to state and local requirements. Strong reading and math skills and effective communication are essential, along with familiarity with

Qualifications

• Must have basic reading and math skills to guide tax interview processes.
• Ability to communicate effectively in person and on the phone.
• Familiarity with Windows-based computer programs is preferred.
• State and local requirements may apply to the role.

Responsibilities

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

Skills

Reading and math skills

Communication skills

Windows-based 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