Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Coventry (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Coventry, CT seeks an entry-level tax interview assistant to enter client and W-2 information, assemble and review returns, and ensure superior service. You will assist with closing tasks and bookkeeping as part of the interview process, contributing to accurate, compliant filings.

Ideal candidates have a high school diploma, strong reading and math skills, and solid communication abilities both in person and on the phone. Windows-based software experience is preferred.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to complete the interview.
• Strong communication skills in person and on the phone.
• Experience with Windows-based software.

Responsibilities

• Assist with entering client and W-2 information into the tax program.
• Assist with assembling and reviewing the tax return with the client.
• Maintain superior service for all H&R Block clients.
• Complete bookkeeping procedures as part of interview closure.

Skills

Customer service

Communication skills

Data entry

Education

High school diploma or equivalent

Tools

Windows-based 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.

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.