Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Hayward (WI); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with the tax interview process by entering client and W-2 information into the tax program, assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will help ensure superior service and complete bookkeeping procedures in a fast-paced environment. This role prioritizes accurate data entry, clear communication, and adherence to state and local requirements, with a focus on delivering a positive

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.
• Assemble 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.

Skills

Customer service

Communication skills

Math skills

Data entry

Phone communication

Education

High school diploma or equivalent

Course work in math or accounting

Tools

Windows

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.