Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Onawa (IA); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Associate to assist with the initial interview and data entry for client and W-2 information, helping families complete their returns accurately.

You will assemble the tax return, secure signatures, review the finished product with clients, and support bookkeeping procedures, while delivering superior service to every client.

Qualifications

• Assist with entering client and W-2 information into the tax program.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Maintain superior service for all H&R Block clients.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return and obtain required signatures.
• Review the finished tax return with the client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.

Skills

Customer service

Communication

Math skills

Windows

Education

High school diploma or equivalent

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.