Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Gonzales (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a friendly, detail-oriented teammate to assist in the tax interview process, entering client and W-2 information into the tax program and helping assemble returns.

You will review the finished product with clients, obtain signatures, and perform bookkeeping procedures while delivering superior service and handling additional duties as assigned.

Qualifications

• 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.

Responsibilities

• Enter client and W-2 information into the tax program at interview start.
• Assemble the tax return, obtain signatures, and review the final product with the client.
• Provide superior service to all H&R Block clients.
• Perform other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows proficiency

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