Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Rutherfordton (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a role to support tax interviews in Rutherfordton, NC. You will assist at the start of interviews by entering client and W-2 data, and help close interviews by assembling returns and obtaining signatures, then review the finished product with clients.

Responsibilities include ensuring superior service for all clients and performing additional duties as assigned. Strong math and reading skills, along with effective communication, are essential.

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.
• Assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading and math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows software

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