Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Laurens (SC); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Laurens, SC is seeking an entry-level Tax Associate to assist with the tax interview process and prepare returns with accuracy and care. You will gather client information, ensure W-2 data is correct, and help finalize tax documents.

Ideal candidates have a high school diploma and solid reading and math skills, with good communication by phone or in person. Prior experience with Windows programs is helpful, and some state/local requirements may apply.

Qualifications

• Must have high school diploma or equivalent.
• Strong reading and math skills.
• Effective in-person and phone communication.
• Experience with Windows-based programs.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Communication skills

Reading and math

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