Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Hendersonville (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to support clients during the tax preparation process.

You will enter client and W-2 information, assemble returns, obtain signatures, review the completed product with the client, and ensure excellent service while following franchise procedures.

Additional duties as assigned; state and local requirements may vary by location and franchise office.

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 to start the interview.
• Assemble the tax return, obtain required signatures, and review the finished product with the client.
• Complete bookkeeping procedures and ensure accurate filings.
• Provide superior service to all H&R Block clients.
• Perform all other duties as assigned.

Skills

Customer service

Communication skills

Reading comprehension

Math skills

Windows-based software

Education

High school diploma or equivalent

Tools

Windows OS

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.