Tax Preparer Assistant- Franchise Location

H&R Block; Lake Ariel (PA); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading tax services company in Lake Ariel, PA is seeking a Tax Preparer Assistant to assist with tax return interviews and client services. You will enter information into tax programs, assemble finished tax returns, and ensure excellent service for all clients. Candidates should have a high school diploma and effective communication skills, with prior experience in related duties being a plus.

Qualifications

• 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.
• Assemble the tax return and obtain required signatures.
• Ensure clients receive superior service.

Skills

Effective communication

Reading skills

Math skills

Windows-based PC proficiency

Education

High school diploma or equivalent

Job description

Overview

Join to apply for the Tax Preparer Assistant- Franchise Location role at H&R Block.

Location: Lake Ariel, PA

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What you'll do

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.

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

It would be even better if you also had

• Additional course work in math, accounting, or finance

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
• All other duties as assigned

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Retail