Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Forest Park (GA); On-site; USD 27,000 - 38,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to support the tax interview process, entering client and W-2 information into the tax program and helping to assemble returns. You’ll review the finished product with clients and complete bookkeeping procedures to ensure accuracy and compliance.

You will provide superior service to all clients, communicate effectively in person and on the phone, and perform any other duties as assigned in a fast-paced retail environment during tax season.

Qualifications

• Ability to communicate effectively in person and on the phone.
• Reading and math skills required to begin and finish the tax return interview.
• Previous experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program during the tax interview.
• Assemble the tax return, obtain signatures, and review the finished product with the client.
• Complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Communication skills

Reading and math skills

Windows-based computer programs

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

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.