Tax Preparer Assistant - Franchise Location

H&R Block; Hampton (IA); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Hampton, IA seeks an entry-level teammate to support tax interviews. You will enter client and W-2 data at the start and assist in closing interviews, assembling returns and obtaining signatures. You’ll review the completed tax product with clients and complete bookkeeping steps. Strong math and reading skills are essential.

The role emphasizes accurate data entry, clear client communication, and adherence to local requirements. State and local rules may apply.

Qualifications

• Reads and interprets basic tax information and client data.
• Good math and reading abilities to complete tax interview steps.
• Clear communication both in person and on the phone.

Responsibilities

• Assist with starting the tax interview by entering client and W-2 information.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review completed product with client and perform bookkeeping procedures.

Skills

Reading skills

Math skills

Effective communication

Windows basics

Attention to detail

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.