Tax Preparer Assistant - Franchise Location

H&R Block; Conyngham Township (Columbia County); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block is seeking a team member to assist during tax interviews by entering client and W-2 information into the tax program and by helping assemble returns and obtain signatures.

The role emphasizes accuracy, client communication, and delivering superior service across the tax preparation process, with opportunities to learn and grow within the franchise network.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills needed to complete tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience using Windows-based computer programs.
• Additional state and local requirements may apply.

Responsibilities

• Assist with beginning of tax interview by entering client and W-2 information into the tax program.
• Assist with clos­ing of interview by assembling the tax return and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• Other duties as assigned.

Skills

Data entry

Customer service

Tax software basics

Communication

Education

High school diploma or equivalent

Tools

Windows OS

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.