Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Columbia (KY); On-site; USD 24,000 - 34,000; Full time

Job summary

H&R Block, Inc. in Kentucky seeks an associate to assist in the tax interview process and ensure client satisfaction. You will enter client and W-2 information, help assemble returns, and review the final product with clients, while completing bookkeeping tasks.

Strong reading and math skills, clear communication, and familiarity with Windows-based software are required. Additional state/local requirements may apply; prior tax or office experience is a plus.

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

• Enter client and W-2 information into the tax program at the start of the interview.
• Assist with assembling the tax return and obtaining required signatures at the end of the interview.
• Review the finished product with the client and complete bookkeeping procedures.
• Deliver superior service to all H&R Block clients.
• Other duties as assigned.

Skills

Reading and math skills

Effective communication

Customer service mindset

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based software

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