Tax Preparer Assistant - Franchise Location

H&R Block; Fenton (MI); On-site; USD 28,000 - 42,000; Part time

Job summary

H&R Block is seeking a frontline assistant to help begin tax interviews, enter client and W-2 information into the tax program, and assist with the closing of interviews by assembling the return for signatures.

You will review the finished product with the client, complete bookkeeping procedures, and help ensure all clients receive superior service while handling additional duties as assigned.

Qualifications

• High school diploma or equivalent.
• Ability to read and perform basic math during interviews.
• Clear communication in person and on the phone.
• Experience with Windows-based software.
• Awareness of state and local requirements may apply.

Responsibilities

• Assist with the beginning of tax interviews 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.
• Review the finished product with the client and ensure accuracy and completeness.
• All other duties as assigned.

Skills

Reading skills

Math skills

Effective communication

Windows-based programs

State and local requirements

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.