Tax Preparer Assistant - Franchise Location

H&R Block; Forest Park (GA); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block is seeking a detail‑oriented team member to assist with tax interviews and ensure accurate returns. You will help collect client data and W‑2 forms, then assemble the tax return, obtain signatures, and review the finished product with the client.

Strong basic math and reading skills, plus clear communication, are essential. This role involves entry tasks and general bookkeeping, with additional duties as assigned.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are needed to start and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information at tax interview start.
• Assemble tax return, obtain signatures, review with client, and complete bookkeeping.
• Provide superior service to all clients.
• Perform other duties as assigned.

Skills

Reading & Math

Communication

Windows software

State/local rules

Education

High school diploma or equivalent

Tools

Windows programs

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.