Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Minerva (OH); On-site; USD 25,000 - 35,000; Full time

Job summary

H&R Block, Inc. is seeking an assistant to support the tax interview process in Minerva, OH. You will enter client and W-2 information into the tax program and help assemble the tax return with the client, ensuring accuracy and signatures are obtained.

You will also review the finished product with the client and complete bookkeeping procedures. The role requires a high school diploma or equivalent, good reading and math skills, and strong communication abilities in person and on the phone.

Qualifications

• 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.

Responsibilities

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

Skills

Client service

Communication

Reading & math

General math

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.

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