Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Enumclaw (WA); On-site; USD 25,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level tax helper to assist with the tax interview by entering client and W-2 information into the tax program. You will help close interviews by assembling the tax return, obtaining signatures, and reviewing the finished product with clients, while assisting with bookkeeping procedures.

The role emphasizes delivering superior client service and requires clear communication, basic Windows skills, and adherence to state/local requirements where applicable.

Qualifications

• 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

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

Math skills

Communication

Windows software

Education

High school diploma

Additional coursework in math/accounting/finance

Tools

Windows

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

Pay Range

$18.13 - $20.00/Hr.