Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Seward (NE); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. invites motivated individuals in Seward, Nebraska to join as an assistant in the tax interview process.

You will help start interviews by entering client and W-2 information into the tax program, and you will assist with closing interviews by assembling returns and obtaining signatures. This role emphasizes clear communication with clients, accuracy in data entry, and the ability to use Windows-based programs; additional state and local requirements may apply.

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 at the start of interviews
• Assemble tax returns and obtain required signatures at interview closing
• Review finished product with the client and complete bookkeeping procedures
• Ensure all HR Block clients receive superior service
• All other duties as assigned

Skills

Reading

Math

Communication

Windows programs

Education

High school diploma or equivalent

Tools

Windows-based 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

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.