Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Smith Center (KS); On-site; USD 26,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to assist with tax interviews, enter client and W-2 information, and help assemble tax returns. You will review the finished product with clients, obtain signatures, and complete bookkeeping procedures, ensuring superior service for every client.

Strong Reading and Math skills, clear communication, and experience with Windows-based programs are preferred. Additional state/local requirements may apply.

Qualifications

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

Responsibilities

• Assist with beginning of the tax interview by entering client and W-2 information.
• Assist with 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 clients receive superior service and perform other duties as assigned.

Skills

Reading & Math skills

Effective communication

Experience with Windows-based programs

Education

High school diploma or equivalent

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