Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Mountain City (TN); On-site; USD 21,000 - 29,000; Full time

Job summary

H&R Block, Inc. in Mountain City, TN is seeking an associate to support tax interviews and client service. You will enter client and W-2 information, help assemble returns, obtain signatures, and review the finished product with the client.

This role requires good reading and math skills, clear communication, and experience with Windows-based software. Additional coursework in math or accounting is a plus.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills needed to complete tax interviews.
• Ability to communicate effectively in person and by phone.

Responsibilities

• Enter client and W-2 information at the start of the tax interview.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping.
• Ensure all clients receive superior service and support.
• Perform additional duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based programs

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.

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