Tax Preparer Assistant - Franchise Location

H&R Block; Monticello (MN); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block is seeking a team member to support the tax interview process at a franchise office. You will enter client and W-2 information, help assemble returns, obtain signatures, and review the finished product with clients to ensure accuracy and service quality.

Strong reading and math skills, clear communication, and familiarity with Windows-based programs are preferred. Additional coursework in math, accounting, or finance is a plus.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are needed to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs is preferred.
• 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

Customer service

Communication

Reading & math

Windows programs

Attention to detail

Education

High school diploma or equivalent

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.

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.

Pay Range

$15.00 - $20.00/Hr.