Tax Preparer Assistant - Franchise Location

H&R Block; Coshocton (OH); On-site; USD 16,531,000 - 33,062,000; Part time

Job summary

H&R Block is seeking an entry-level part-time associate to assist with tax interviews, entering client information and W-2 data into our tax program. You will help assemble returns, obtain signatures, review outcomes with clients, and complete bookkeeping tasks as needed.

A strong focus on delivering superior service to every client is essential. Ideal candidates have a high school diploma and good reading and math abilities, plus experience with Windows-based programs.

Qualifications

• 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.

Responsibilities

• Support tax interview flow by collecting and organizing client data.
• Verify accuracy of tax documents and signatures during closing.
• Provide accurate information and courteous service to clients.

Skills

Customer service

Communication

Reading & Math

Windows skills

Education

High school diploma

Tools

Tax 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.

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.