Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Eufaula (AL); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, Inc. in Eufaula, AL seeks an entry-level tax assistant to support the tax interview process and client service. You will enter client and W-2 information, assist with assembling tax returns, and ensure accurate, high-quality service.

You will help at the start and end of interviews, review results with clients, and complete bookkeeping procedures while maintaining a focus on superior customer care.

Qualifications

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

Responsibilities

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return and obtain required signatures at the end of the interview.
• Review the finished product with the client and complete bookkeeping procedures.

Skills

Reading and math skills

Communication skills

Windows-based software experience

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

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.