Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Pennsburg (Montgomery County); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Assistant to support the tax interview process and data entry. You will enter client and W-2 information into the tax software and help assemble and finalize returns while ensuring high levels of client service.

The role emphasizes accuracy, communication, and the ability to work with Windows-based programs, with additional duties as assigned to support franchise operations.

Qualifications

• 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

Responsibilities

• Enter client and W-2 information at the start of the tax interview.
• Assemble tax returns, obtain signatures, review with the client, and complete bookkeeping steps at interview close.

Skills

Customer service

Attention to detail

Communication skills

Windows-based software

Teamwork

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.

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.