Tax Preparer Assistant - Franchise Location

H&R Block; Lindale (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Lindale, TX is seeking an entry-level Tax Assistant to support the interview process, gather client and W-2 information, and help assemble accurate tax returns.

You’ll work with clients to ensure timely signatures and complete bookkeeping steps, applying basic reading and math skills, and using Windows-based software to navigate tax programs.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.

Responsibilities

• Enter client and W-2 information into the tax program during interview.
• Assemble the tax return, obtain signatures, and review with the client.
• Complete bookkeeping procedures and ensure client service quality.

Skills

Reading skills

Math skills

Communication skills

Education

High School Diploma

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

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.