Tax Preparer Assistant - Franchise Location

H&R Block; Los Alamos (NM); On-site; USD 33,000 - 42,000; Full time

Job summary

H&R Block is seeking a detail-oriented team member to assist at the start of the tax interview by entering client and W-2 information into our tax software. You will help assemble returns, obtain signatures, and review the finished product with clients, while completing bookkeeping procedures at closing.

Superior client service is expected in all interactions, with proficiency in Windows-based programs. The role emphasizes accurate data handling, clear communication, and teamwork to ensure a

Qualifications

• Must be able to enter client and W-2 information into tax software accurately.
• Provide excellent customer service to H&R Block clients.
• Communicate effectively in person and on the phone.
• Familiarity with Windows-based programs is preferred.

Responsibilities

• Enter client and W-2 information at the start of the tax interview.
• Assemble tax returns, obtain signatures, and review the product with the client.
• Complete bookkeeping procedures as part of the closing process.
• Deliver superior service to all H&R Block clients.

Skills

Data entry

Customer service

Communication

Windows proficiency

Education

High school diploma or equivalent

Math/Accounting/Finance coursework

Tools

Windows OS

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.

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.