Tax Preparer Assistant - Franchise Location

H&R Block; Onawa (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Onawa, IA is seeking an entry-level team member to help with the tax interview process and client service. You will enter client information into the tax software and assist with assembling returns and obtaining signatures. You’ll review the finished product with clients and handle bookkeeping steps as needed.

The role emphasizes clear communication, accuracy, and delivering superior service to all clients while supporting franchise operations and daily tasks.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills needed to complete tax interviews.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program at the start of the interview.
• Assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• Perform any other duties as assigned.

Skills

Reading skills

Math skills

Communication

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.

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.