Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Corpus Christi (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a frontline tax assistant in Corpus Christi, TX to help begin the tax interview by entering client and W-2 information into the tax program and to assist with closing tasks, signatures, and bookkeeping.

The role emphasizes delivering superior service to all clients, reviewing the tax return with the client, and performing any other duties as assigned. This entry-level position requires a high school diploma and basic math/reading skills and familiarity with

Qualifications

• High school diploma or equivalent is required.
• 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 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.
• Assemble the tax return and obtain required signatures at the close of the interview.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• Perform all other duties as assigned.

Skills

Reading & math skills

Communication skills

Windows-based software experience

State/local requirements may apply

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.

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