Tax Preparer Assistant - Franchise Location

H&R Block; Iron Mountain (MI); On-site; USD 24,000 - 34,000; Full time

Job summary

H&R Block in Iron Mountain, MI is seeking an entry-level tax assistant to help with client interviews and tax return preparation. You will enter client and W-2 data into the tax program and support the closing steps of the interview with signatures and review of the finished product.

Applicants should have a high school diploma and basic reading and math skills, plus strong communication abilities and familiarity with Windows-based software.

Qualifications

• High school diploma or equivalent
• Basic reading and math skills to start and complete the interview
• Ability to communicate in person and by phone
• Experience with Windows-based software is preferred

Responsibilities

• Enter client and W-2 information into the tax program at interview start
• Assemble the tax return, obtain signatures, and review results with client
• Support bookkeeping procedures and ensure client service quality
• Perform other duties as assigned

Skills

Reading and math skills

Effective communication

Windows-based software

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.