Tax Preparer Assistant - Franchise Location

H&R Block; Freeport (IL); On-site; USD 21,000 - 25,000; Full time

Job summary

H&R Block is seeking a team helper to assist with the beginning of tax interviews by entering client and W-2 data into the tax software, and to help close interviews by assembling tax returns and obtaining signatures.

You will review the completed return with the client, complete bookkeeping steps, and ensure every client receives superior service while handling additional duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to complete tax interview.
• Effective in-person and phone communication.
• Experience using Windows-based programs.
• Additional state/local requirements may apply.

Responsibilities

• Assist at the beginning of the tax interview by entering client and W-2 information.
• Assist at interview closing by assembling the tax return and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all clients receive superior service and perform other duties as assigned.

Skills

Reading skills

Math skills

Communication

Windows software

Education

High school diploma or equivalent

Tools

Windows-based 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.

Pay Range

$15.00 - $18.00/Hr.