Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; New York (NY); On-site; USD 23,000 - 25,000; Full time

Job summary

H&R Block, Inc. in New York, NY seeks an entry-level tax interview assistant to support the tax preparation process.

You will enter client and W-2 information at the start of interviews and help assemble returns at closing, ensuring signatures are obtained and the client understands the final product. You will contribute to delivering superior service to all clients, support bookkeeping steps, and perform additional duties as needed.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills needed to complete tax interview process.
• Ability to communicate effectively in person and on the phone.

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 and math skills

Communication skills

Windows-based software experience

State/local requirements awareness

Education

High school diploma or equivalent

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

Pay Range

$17.00 - $18.00/Hr.