Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Newberg (OR); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Newberg, OR is seeking an associate to assist with initial tax interviews, enter client and W-2 data, and help assemble tax returns with accuracy.

The role involves reviewing the finished product with clients, obtaining signatures, and ensuring superior service while performing bookkeeping tasks as needed.

Qualifications

• Requires high school diploma or equivalent.
• Basic reading and math skills required.
• Effective communication in person and on the phone.
• Experience with Windows-based programs preferred.
• Additional state/local requirements may apply.

Responsibilities

• Enter client and W-2 information at the start of the interview.
• Assemble the tax return and obtain signatures.
• Review the completed return with the client.
• Complete bookkeeping procedures.
• Provide superior service to all clients.

Skills

Communication skills

Reading and math

Customer service

Windows software

Education

High school diploma

Tools

Windows OS

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.