Tax Preparer Assistant - Franchise Location

H&R Block; Pasadena (CA); On-site; USD 30,000 - 34,000; Full time

Job summary

H&R Block in Pasadena, CA is seeking an entry-level Tax Assistant to help begin tax interviews by entering client and W-2 information into the tax program. You will assist with closing interviews, assembling returns, obtaining signatures, and reviewing the finished product with clients.

The role emphasizes accurate data entry, client service, and completing bookkeeping procedures, with opening opportunities for growth in tax preparation and customer support at our franchise location.

Qualifications

• 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.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading & Math

Communication

Windows

Education

High school diploma or equivalent

Math/Accounting/Finance courses

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.

Pay Range

$22.00 - $25.00/Hr.