Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Mebane (NC); On-site; USD 35,000 - 50,000; Full time

Job summary

H&R Block, Inc. in Mebane, NC seeks a detail-oriented team member to support tax interviews and returns. You will enter client and W-2 data, assemble tax returns, obtain signatures, and review the completed product with clients to ensure accuracy and compliance.

Strong math and reading skills, clear communication, and comfort with Windows-based software are essential. Experience with tax software is helpful; other duties may be assigned as needed.

Qualifications

• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.

Responsibilities

• 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.

Skills

Reading and math skills

Effective communication

Education

High school diploma or equivalent

Additional math/accounting/finance coursework

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