Tax Preparer Assistant - Franchise Location

H&R Block; Edenton (NC); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block is seeking an entry-level associate to support the tax interview process in our Edenton, NC office. You will enter client and W-2 information, assist in assembling returns, obtain signatures, and review the final product with clients to ensure quality service.

Strong reading and math abilities, plus experience with Windows-based software, are essential. You will contribute to delivering superior service to all clients while performing additional duties as assigned.

Qualifications

• High school diploma or equivalent is required.
• Strong reading and math skills to complete tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

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 and math

Windows experience

Customer service

Education

High school diploma or equivalent

Math/Accounting/Finance coursework

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.