Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Floresville (TX); On-site; USD 24,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a team member in Floresville, TX to assist with the early tax interview by entering client and W-2 information into the tax program. You will also help close interviews, assemble returns, obtain signatures, and review products with clients.

Candidates should have a high school diploma, good reading and math skills, and strong communication capabilities. Prior experience with Windows-based software is a plus. Other duties may be assigned as needed.

Qualifications

• Must be able to begin and finish the tax interview.
• High attention to detail for accurate data entry.
• Strong interpersonal skills for client communication.

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 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

Skills

Client interaction

Information entry

Attention to detail

Verbal communication

Education

High school diploma or equivalent

Tools

Windows-based software

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.