Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Decorah (IA); On-site; USD 31,000 - 38,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented tax support assistant in Decorah, IA to help start and finish tax interviews. You will enter client and W-2 information into our tax program and ensure accuracy.

You will assemble tax returns, obtain signatures, review the finished product with clients, and help with bookkeeping procedures. Strong communication and basic math skills are essential.

Qualifications

• High school diploma or equivalent.
• Reading and basic math skills required to complete the interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based programs is preferred.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return and obtain required signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Assist with other duties as assigned.

Skills

Reading

Math

Communication

Windows-based programs

Education

High school diploma or equivalent

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.

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.