Tax Preparer Assistant - Franchise Location

H&R Block; Newberg (OR); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block in Newberg, OR is seeking a team-oriented associate to support a tax interview from start to finish. You will input client and W-2 information into the tax program, help assemble the tax return, and obtain required signatures while reviewing the finished product with the client.

The role emphasizes delivering superior service to all clients, with emphasis on accuracy, communication, and basic math and reading skills.

Qualifications

• Ability to communicate effectively in person and on the phone.
• Reading and math skills required to begin and finish the tax return interview.
• Previous experience with Windows-based computer programs.

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.

Skills

Communication skills

Reading skills

Math skills

Customer service

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

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.