Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Missouri Valley (IA); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block, Inc. is looking for a detail-oriented team member to support tax interviews and ensure excellent client service at the Missouri Valley office. You will assist with data entry of client and W-2 information, help assemble tax returns, obtain signatures, and review the final product with clients.

The role emphasizes accuracy, effective communication, and adherence to franchise procedures. Prior experience with tax software or Windows programs is preferred.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills sufficient to begin and complete the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

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

Math skills

Communication

Windows

Education

High School Diploma

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

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.