Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Corsicana (TX); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block, Inc. in Corsicana, TX is seeking a Tax Assistant to help with the client interview and tax return assembly. The role emphasizes accuracy and customer service across the tax filing process.

You will enter client data, assist with signatures, and ensure clients receive superior service while handling additional duties as assigned. This on-site position offers a fast-paced, customer-focused environment during tax season.

Qualifications

• High school diploma or equivalent is required.
• Ability to read and perform basic math to complete tax interviews.
• Effective communication skills in person and over the phone.
• Experience with Windows-based computer programs.

Responsibilities

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

Skills

Effective communication

Reading and math

Windows-based programs

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