Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Lake Geneva (WI); On-site; USD 28,000 - 40,000; Full time

Job summary

H&R Block, Inc. is seeking a role that supports the tax interview process and client service in Lake Geneva, Wisconsin. The position involves entering client and W-2 data into the tax program and assisting with assembling returns and obtaining signatures.

Candidates should have a high school diploma, basic math and reading skills, and the ability to communicate effectively in person and by phone. Familiarity with Windows-based software is preferred and 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

• 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.

Skills

Reading & math skills

Communication skills

Windows software experience

State/local requirements

Education

High school diploma or equivalent

Tools

Windows-based computer programs

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