Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Omaha (NE); On-site; USD 32,000 - 45,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member in Omaha to assist with tax interviews, input client and W-2 information, and help assemble tax returns. You will review the finished product with clients and ensure accurate signatures while supporting bookkeeping procedures.

The role emphasizes delivering superior service to all clients, with responsibilities expanding to additional duties as needed. Strong communication and basic Windows skills help you succeed in a fast-paced tax-season

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• 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 skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

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