Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Fitzgerald (GA); On-site; USD 17,000 - 28,000; Full time

Job summary

H&R Block, Inc. is hiring for roles that support the tax interview process in a customer-focused environment. You will enter client and W-2 information into the tax program, assemble the tax return, obtain signatures, and review the finished product with the client.

You will also perform bookkeeping tasks and help ensure superior client service. Ideal candidates have a high school diploma or equivalent, strong reading and math skills, and comfort with Windows-based programs.

Qualifications

• 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

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return, obtain signatures, and review the finished product with the client.
• Complete bookkeeping procedures and ensure clients receive superior service.
• Perform all other duties as assigned.

Skills

Reading and math

Communication skills

Windows-based programs

State and local requirements

Education

High school diploma or equivalent

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