Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Chelsea (MI); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block, Inc. in Michigan seeks a Tax Assistant to support clients through the tax interview, entering W-2 information, and ensuring accurate returns. You will help with the opening and closing of interviews, provide excellent service, and perform basic bookkeeping.

Strong communication and attention to detail are essential. This position is on-site in Michigan, with a focus on accuracy, customer service, and timely processing of tax documents.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based software is preferred.
• 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 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

Skills

High school diploma

Reading and math skills

Communication skills

Windows-based programs

State/local requirements may apply

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