Tax Preparer Assistant - Franchise Location

H&R Block; Middlefield Township (OH); On-site; USD 26,000 - 32,000; Full time

Job summary

H&R Block in the United States is seeking a team member to support tax interview processes, entering client and W-2 information into the tax program and assisting with return preparation. You will assemble the tax return, obtain signatures, and review the finished product with the client while completing bookkeeping steps.

This role emphasizes delivering superior service to clients and performing additional duties as assigned.

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.
• Additional course work in math, accounting, or finance.

Responsibilities

• Enter client and W-2 information into the tax program during the interview.
• Assemble the tax return, obtain required signatures, review with the client.
• Complete bookkeeping procedures as part of the interview process.
• Ensure all H&R Block clients receive superior service.
• All other duties as assigned.

Skills

Communication skills

Reading

Math skills

Interpersonal communication

Windows-based PC experience

Education

High school diploma or equivalent

Tools

Windows-based programs

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.