Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Roland (OK); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block is seeking an entry-level team member to assist with the tax interview process in Oklahoma. You will enter client and W-2 information into the tax program to start the interview, then help assemble and finalize the tax return, obtain signatures, and review the product with the client.

You will also complete bookkeeping procedures and perform other duties as assigned, ensuring all clients receive superior service in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Ability to read and perform basic math to complete tax interviews.
• Effective in-person and phone communication.
• Experience with Windows-based software preferred.

Responsibilities

• Enter client and W-2 information at the start of the tax interview.
• Assemble the tax return and obtain signatures at closing.
• Review the completed product with the client.
• Perform bookkeeping procedures as needed.

Skills

Reading

Math

Communication

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

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.