Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Fort Payne (AL); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Fort Payne, AL is hiring for an entry-level role supporting tax interviews. You’ll assist with data entry of client and W-2 information into the tax program and help assemble returns for signing with the client.

You’ll work closely with clients, communicate clearly by phone and in person, and learn Windows-based tax software. Prior tax experience isn’t required; strong math and reading skills help you succeed.

Qualifications

• High school diploma or equivalent
• Ability to read and perform basic math during tax interviews
• Effective communication in person and on the phone
• Familiarity with Windows-based programs

Responsibilities

• Enter client and W-2 information into the tax program
• Assemble the tax return and obtain required signatures
• Review the finished product with the client
• Complete bookkeeping procedures
• All other duties as assigned

Skills

Reading

Math skills

Communication

Windows familiarity

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.