Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Eufaula (OK); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member in Oklahoma to support the tax interview process. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished products with clients while completing bookkeeping steps.

Effective communication, basic reading and math skills, and familiarity with Windows-based programs are required to ensure superior service to all clients. Additional duties may be assigned as needed.

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.
• Experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, gather signatures, review the product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• Perform other duties as assigned.

Skills

Reading & math

Verbal communication

Customer service

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows OS

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