Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Rockville (MD); On-site; USD 19,000 - 28,000; Part time

Job summary

H&R Block, Inc. in Rockville, MD is seeking an entry-level Tax Associate to help begin and close tax interviews, entering client and W-2 information into our tax software.

You will assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures, ensuring every client receives superior service. The role requires a high school diploma, basic reading and math skills, and the ability to communicate effectively in person and over

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

Communication skills

Reading and math skills

Windows-based programs

Client service focus

State/local requirements knowledge

Education

High school diploma

Additional coursework in math/accounting/finance

Tools

Windows-based 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

Pay Range

$17.00 - $17.00/Hr.