Tax Preparer Assistant - Franchise Location

H&R Block; Steelville (MO); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block is seeking a team member to assist with the tax interview by entering client and W-2 information into the tax program, ensuring accuracy and a smooth process for every client. You will help close interviews by assembling returns, obtaining required signatures, reviewing the finished product with clients, and completing bookkeeping procedures, all while delivering superior service.

This role requires clear communication, attention to detail, and reliability in a fast-paced office

Qualifications

• High school diploma or equivalent.
• Ability to use tax interview software and Windows programs.
• Strong communication skills with clients.
• Attention to accuracy in data entry.

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information.
• Assist with closing the interview by assembling the tax return, obtaining 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

Customer service

Data entry

Communication

Attention to detail

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.

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.