Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Sparta Township (MI); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support tax interviews and returns at its franchise office. You will enter client and W-2 data, help assemble the tax return, and review the results with clients to ensure accuracy and service quality.

The role supports the tax process and involves basic bookkeeping and completing required signatures, with standards that may include state and local requirements.

Qualifications

• Enter client and W-2 information into tax program during tax interview.
• Assemble the tax return, obtain required signatures, and review the finished product with the client.
• Complete bookkeeping procedures and ensure client service quality.

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
• Additional state and local requirements may apply

Skills

Communication

Reading

Math

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.