Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block, Inc. is seeking a team member to assist with the early tax interview by entering client and W-2 information into the tax program, and to help close interviews by assembling tax returns, obtaining signatures, and reviewing results with clients.

The role requires a high school diploma or equivalent, basic reading and math skills, and the ability to communicate effectively in person and on the phone. Prior experience with Windows-based programs is expected.

Qualifications

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

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

Reading and math skills

Communication skills

Windows-based software

State/local requirements awareness

Education

High school diploma or equivalent

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