Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; South Burlington (VT); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block, Inc. in Vermont is seeking an entry-level Tax Interview Assistant to help start and close client interviews. You will enter client and W-2 information into the tax software and review the completed return with the client.

You will ensure all clients receive excellent service, handle signature collection, and perform bookkeeping tasks as part of the interview process. Prior experience with Windows-based programs is preferred, with state/local requirements potentially applying.

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
• 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

Skills

Communication skills

Reading and math

Windows-based software

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

Pay Range

$17.00 - $17.00/Hr.