Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Manchester (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block is seeking an entry-level tax assistant to support the interview process, enter client and W-2 information, and help assemble tax returns. You will review the final product with clients and ensure accurate bookkeeping procedures are completed, delivering superior service.

This role emphasizes accuracy, communication, and adherence to state requirements. The position involves working with Windows-based software, and candidates should have a high school diploma or equivalent and strong

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.
• Experience with Windows-based computer programs helpful.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program during the interview.
• Assemble the tax return and obtain required signatures at closing of the interview.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading

Math

Communication skills

Windows OS

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

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.

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.