Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Liberty (NC); On-site; USD 25,000 - 35,000; Full time

Job summary

H&R Block, Inc. in North Carolina is seeking a front-line Tax Interview Assistant to help clients start and finish their tax returns.

You will enter client data, assemble returns, obtain signatures, and review results with clients, ensuring accuracy and excellent service. The role emphasizes clear communication, basic math and reading skills, and proficiency with Windows-based software in a fast-paced office setting.

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 start.
• Assemble the tax return, obtain required signatures, and review with the client at interview close.
• Complete bookkeeping procedures as part of interview closure.
• Ensure all H&R Block clients are receiving superior service.

Skills

Reading

Math

Communication

Windows

Education

High school diploma or equivalent

Tools

Windows

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