Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Punxsutawney (Jefferson County); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. seeks an entry-level team member to assist in initiating tax interviews by entering client and W-2 information into the tax program and to help close interviews by assembling returns and obtaining signatures.

You will review the finished product with clients and complete bookkeeping procedures while ensuring superior service. Candidates should have a high school diploma or equivalent, basic reading and math skills, and the ability to communicate well in person and on the phone.

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

• 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

Skills

Windows-based programs

Reading

Math

Communication (in person/phone)

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