Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block, Inc. is seeking a detail-oriented teammate to support the tax interview process, entering client and W-2 information into the tax program and ensuring accuracy.

You will help assemble the return, obtain signatures, review the final product with clients, and complete bookkeeping steps, delivering superior service to every client.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax return interview.
• Clear communication skills in person and on the phone.
• Experience with Windows-based software.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return and obtain required 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 skills

Windows proficiency

State/local requirements

Education

High school diploma

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.