Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Hayden (ID); On-site; USD 21,000 - 26,000; Full time

Job summary

H&R Block, Inc. in Idaho seeks a detail-oriented Tax Associate to support clients during the seasonal tax interview. You’ll gather W-2s, input information into the software, and guide clients through the process with accuracy and care.

This role emphasizes clear communication, basic math and reading skills, and a customer-service mindset to deliver informed tax outcomes while upholding company standards.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to complete tax interview.
• Strong verbal and written communication.
• Experience with Windows-based software.
• State/local requirements may apply.

Responsibilities

• Assist at the start of the tax interview by entering client and W-2 information into the tax program.
• Assist at the end of the interview by assembling the tax return, obtaining signatures, reviewing with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• Perform all other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Phone communication

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