Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block is hiring for a role that supports tax interviews by entering client data and W-2 information into the tax program. You will also help close interviews, gather signatures, and review the finished return with the client, while completing associated bookkeeping steps.

The position emphasizes delivering superior service to every client and performing other duties as assigned. Local candidates in Pasadena, CA are preferred.

Qualifications

• Required basic math and reading skills to run through a tax interview.
• Experience with Windows-based software is preferred.
• Additional state and local requirements may apply.

Responsibilities

• Assist at the start of the tax interview by entering client and W-2 data into the tax system.
• Help close the interview by assembling the return and obtaining signatures.
• Review the completed product with the client and complete bookkeeping steps.
• Provide superior service to all H&R Block clients and perform other duties as assigned.

Skills

Reading skills

Math skills

Effective communication

Windows-based software

Education

High school diploma or equivalent

Tools

Tax program"

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.

Pay Range

$22.00 - $25.00/Hr.