Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Sidney (IA); On-site; USD 25,000 - 35,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level tax helper to assist with tax interviews, data entry of client and W-2 information, and closing procedures. You will assemble returns, obtain signatures, and review the final product with clients to ensure superior service.

The role emphasizes accuracy in data entry, clear communication, and the ability to work with Windows-based software. Additional state/local requirements may apply and training will be provided.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.

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 and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.

Skills

Reading skills

Math skills

Communication

Customer service

Education

High School Diploma

Tools

Windows

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.