Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Ida Grove (IA); On-site; USD 28,000 - 32,000; Full time

Job summary

H&R Block, Ida Grove, IA, is seeking an entry-level tax support teammate to help with the early and closing stages of tax interviews and data entry. You will work with clients to gather W-2 information and prepare the tax return for review.

The role focuses on accurate data entry, signature collection, and delivering superior service in a fast-paced environment. Prior Windows-based software experience is beneficial.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsibilities

• 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.

Skills

Reading and math skills

Communication

Windows-based software experience

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

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.