Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Estherville (IA); On-site; USD 42,000 - 54,000; Full time

Job summary

H&R Block, Inc. is seeking a role focused on assisting in tax interviews and client service in Estherville, IA. You will enter client information, help assemble tax returns, and review results with clients to ensure accuracy and satisfaction.

Strong communication, math skills, and experience with Windows-based programs are preferred; some state/local requirements may apply. This is a hands-on, entry-level opportunity with training provided.

Qualifications

• High school equivalency required to begin and finish tasks.
• Reading and math skills suitable for the tax interview.
• Ability to communicate effectively in person and on the phone.

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 signatures, and reviewing with the client.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Communication skills

Math skills

Windows experience

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

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.