Tax Preparer Assistant - Franchise Location

H&R Block; Centre (AL); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block in Centre, Alabama is seeking an entry-level tax assistant to support our tax interview process. You will help collect client information and W-2 data so we can prepare accurate returns and deliver excellent service to our clients.

Responsibilities include entering data at the start of the interview, assembling the completed return with proper signatures, and reviewing the finished product with the client. Strong communication and basic math skills are essential.

Qualifications

• High school diploma or equivalent required.
• Strong reading and math skills to complete tax interview.
• Ability to communicate effectively in person and on the phone.

Responsibilities

• Enter client and W-2 information into the tax program at interview start.
• Assemble tax return, obtain signatures, review with client, and complete bookkeeping at interview end.
• Ensure all H&R Block clients receive superior service.
• Other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based software

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.

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.