Tax Preparer Assistant - Franchise Location

H&R Block; Rusk (TX); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block is seeking a front-line Tax Interview Assistant to help clients begin and complete their tax returns in Texas. You will enter client and W-2 information into the tax software and support the tax interview process.

You will assemble returns, obtain signatures, review the finished product with clients, and perform bookkeeping tasks as needed. Strong communication and basic math skills are essential, along with comfort with Windows-based programs.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program during the interview.
• Assemble the tax return, obtain required signatures, and review the finished product with the client.
• Complete bookkeeping procedures and ensure superior client service.
• All other duties as assigned.

Skills

Reading and math

Effective communication

Windows-based programs

Education

High school diploma or equivalent

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

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.