Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block, Inc. is seeking a detail‑oriented team member to assist with the tax interview process. You will enter client and W-2 information into the tax program and support the early and closing stages of interviews.

You will assemble returns, obtain signatures, review the finished product with clients, and ensure every client receives superior service. This role also involves completing bookkeeping procedures and handling additional duties as assigned.

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 to start interviews.
• Assemble tax returns, obtain signatures, review with client, and complete bookkeeping.
• Ensure all H&R Block clients receive superior service.
• Other duties as assigned.

Skills

Reading and math

Communication skills

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based computer programs

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