Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Kannapolis (NC); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member in Kannapolis, NC, to assist with tax interviews and client service. You will enter client and W-2 details into the tax program and help assemble the return, ensuring accuracy and compliance.

You will review the finished product with the client, obtain signatures, and complete bookkeeping procedures while maintaining superior service for all clients. Some 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.
• Assist with assembling the tax return, obtaining required signatures, and reviewing the product with the client.
• Complete bookkeeping procedures as part of the interview process.
• Maintain superior service for all H&R Block clients.
• Perform other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

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