Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Catoosa (OK); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a detail‑oriented team member to support tax interviews at the start and finish of each client session. You will input client information and W-2 data, assemble returns, obtain signatures, and review the completed filing with the client.

Strong communication and basic Windows computer skills are essential, along with a commitment to delivering superior service and following franchisee procedures for bookkeeping and closing tasks.

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 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 signatures, and reviewing the finished product with the client.
• Complete bookkeeping procedures and ensure all clients receive superior service.
• All other duties as assigned.

Skills

Customer service

Communication skills

Reading proficiency

Math skills

Education

High school diploma or equivalent

Tools

Windows-based programs

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.