Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block, Inc. in Wisconsin Delavan is seeking a detail-oriented assistant to assist with the tax interview beginning by entering client and W-2 information into the tax program. You will also help close the interview by assembling the tax return and obtaining client signatures.

The role emphasizes delivering superior service, effective communication in person and by phone, and performing bookkeeping steps as needed, with additional duties assigned as required.

Qualifications

• Assist with entering client and W-2 information into the tax program.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Reviewing the finished product with the client and completing bookkeeping procedures.
• All other duties as assigned

Responsibilities

• 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

Skills

Communication skills

Reading skills

Math skills

Customer service

Education

High school diploma or equivalent

Tools

Windows programs

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