Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Edmonton (KY); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. seeks an entry-level associate to support tax interviews, entering client and W-2 information into the tax program, and assisting with return preparation.

You will help ensure accurate returns, obtain signatures, review results with clients, and complete bookkeeping steps, contributing to a high-quality client experience.

Qualifications

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

Responsibilities

• Enter client and W-2 information into the tax program during the interview.
• Assist with closing the interview by assembling the tax return, obtaining signatures, and completing bookkeeping.
• Ensure all H&R Block clients receive superior service.
• Perform all other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based 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