Tax Preparer Assistant - Franchise Location

H&R Block; Stilwell (OK); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block is seeking an entry-level Tax Interview Assistant to support client interactions during tax preparation. You’ll enter client and W-2 information, assist with closing the interview, and help ensure accurate, quality outcomes while delivering superior service.

Ideal candidates have a high school diploma, solid basic math and reading skills, and clear communication, plus familiarity with Windows-based programs. Some coursework in math or finance is a plus.

Qualifications

• Requires a high school diploma or equivalent.
• Reading and basic math skills to complete tax interview.
• Ability to communicate effectively in person and on the phone.

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 signatures, reviewing the product with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned

Skills

High school diploma

Reading and math

Effective communication

Education

High School Diploma

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.