Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Hermitage (MO); On-site; USD 26,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Hermitage, MO invites you to join as a tax assistant to help start and finish tax interviews. You will enter client and W-2 data, assemble returns, and review outcomes with clients while ensuring accurate bookkeeping procedures. You’ll strive to provide superior service to every client.

The role requires basic reading, math, and communication skills, plus familiarity with Windows-based programs; additional state/local requirements may apply.

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 during the interview.
• Assemble the tax return and obtain required signatures at closing.
• Review the finished product with the client and complete bookkeeping procedures.
• Assist in delivering superior service to all H&R Block clients.

Skills

Customer service

Communication

Data entry

Windows-based software

Reading skills

Math skills

Education

High school diploma or equivalent

Tools

Tax program

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