Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Port Angeles (WA); On-site; USD 28,000 - 32,000; Full time

Job summary

H&R Block, Inc. is hiring a Tax Interview Assistant in Port Angeles, WA to enter client and W-2 data into the tax program and assist with assembling returns. You will gather signatures and review the completed return with the client, then complete bookkeeping procedures to ensure accurate results.

Ideal candidates have basic reading and math skills, effective communication in person and on the phone, and familiarity with Windows-based software used for tax preparation.

Qualifications

• High school diploma or equivalent.
• Basic reading and math skills required to complete tax interviews.
• Ability to communicate effectively in person and on the phone.
• 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 and obtain required signatures.
• Review the finished product with the client.
• Complete bookkeeping procedures.
• Ensure all clients receive superior service.

Skills

Client data entry

W-2 data entry

Phone communication

Windows-based programs

Reading and math

Education

High school diploma

Tools

Tax software

Windows

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

$20.00 - $23.00/Hr.