Tax Preparer Assistant - Franchise Location

H&R Block; Starke (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Florida is hiring a Tax Professional Assistant to support the tax interview process and client service. You will enter client information and W-2 data into the tax program, helping to assemble returns with accuracy.

You will close interviews by collecting signatures, reviewing the finished product with clients, and performing bookkeeping procedures as needed. This role emphasizes clear communication and dependable, detail-oriented work.

Qualifications

• High school diploma or equivalent required.
• Basic reading and math skills for tax interview process.
• Effective verbal and written communication.

Responsibilities

• Enter client and W-2 information into tax software at interview start.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Ensure clients receive superior service; perform related duties as assigned.

Skills

Client data entry

Customer service

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

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.