Tax Preparer Assistant - Franchise Location

H&R Block; Cornelia (GA); On-site; USD 38,000 - 44,000; Full time

Job summary

H&R Block in the United States is seeking a role that supports the tax interview process, data entry of client and W-2 information, and later steps to finalize returns. The position emphasizes accuracy, client communication, and bookkeeping tasks within a tax program.

Responsibilities include assembling returns, obtaining signatures, and ensuring high service levels. Preferred candidates hold a high school diploma, with strong reading and math abilities and experience with Windows-based

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs is preferred.
• Additional state and local requirements may apply.

Responsibilities

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

Skills

Communication skills

Reading/Math skills

Phone/in-person communication

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.